Author Archives: Alan

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Rising Food Protectionism – and a new research report

While people over the last week were scratching their heads over whether cryptocurrencies are a scam with the implosion of the third largest crypto exchange FTX, the world is facing REAL problems. Exports of an estimated 20% of the world’s calories are currently restricted. Food protectionism and nationalism are on the rise. An investigation into this dangerous trend and a new research report due for my Premium Members, on Saturday.

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The last dominos to fall

There is a very high likelihood that most stock market participants will be in the red or even deep underwater so far this year. 2022 is the year of the bear market, right? Well, not quite right! What many don’t believe and can’t explain is why in many cases individual portfolios have actually lost even disproportionately more than the indexes. Today, I’ll show you how the crash proceeded, what you can learn from it, and what you might expect next.

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Debt and high inflation – money for nothing or looming meltdown?

Who would complain being relieved of their debt burden? With inflation reaching a 40-year high in many regions, it seems that not only is the purchasing power of money eroding, but so is the burden of debt, measured in real terms. But is it really wise to buy stocks of companies with a lot of debt and hope they pay it off with cheaper money?

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Are evil energy (oil) stocks already priced too ambitiously for a recession?

It is an old wisdom that during a recession cyclical equities in general and energy stocks in special are suffering pretty much. When the economy slows down, the supply and demand imbalance pushes energy prices down, too. Stocks of these “commodity businesses” come under pressure in unison. But is it the same now? Or could we even be in for a surprise to the upside?

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Why you need to remove your portfolio losers regularly

Sooner or later, everyone will discover that an investment did not work out as originally expected. Such losing positions in your portfolio not only affect your overall performance. What can have even worse consequences is the psychological effect these positions have on you as an investor. I also discuss one personal misinvestment of this year.

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The massive power of monopolies – and why Warren Buffett likes them

Who doesn’t know the boardgame Monopoly? What is either boring or very exciting to its players, has an important message for real life investors, like us. In today’s Weekly, we look at the origins of this game, what you can learn for your investment journey and why Warren Buffett likes such structures. By the way, as an investor you should, too!

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Myths about offshore banking and a unique stock thereof

If you speak publicly about offshore banking, there is a good chance that you will be suspected or even criminalized. You certainly have something to hide! However, what most people don’t know is that an offshore bank account is perfectly legal. But why does it have a bad reputation then? This and a stock that provides you an investment opportunity (exclusively for my Premium Members) in this sector are today’s topics.

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Bargain or pain? Ten dividend darlings that face painful cuts

Who doesn’t like collecting dividends? Just receiving money on a regular basis for owning a few shares and waiting for payday. In fact, as I wrote last week, dividends have historically accounted for most of the total return on stock investments. But what if I told you that there are some companies that are in danger of cutting their distributions to shareholders?

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