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?
Continue reading
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!
Continue reading
Like I teasered in my most recent Weekly, where I covered the topic of offshore banking from the perspective of a small private investor, I just published the corresponding research report. I wrote about a company that focussed its business on just that – offshore banking!
Continue reading
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.
Continue reading
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?
Continue reading
Precious metals are either loved or hated by most investors. After a pop in 2020, both gold and silver prices have been falling in a stretching torture for two years now. But there seems to be a silver lining on the horizon. As long as sentiment is poor, it may be time to have a look at silver again. Especially since there are fundamental tailwinds…
Continue reading
You read correctly, ETF investing is no walk in the park! The main motivation behind investing money into ETFs is to broadly diversify one’s stock portfolio. But is this really such a good idea? What sounds like a long-term no-brainer, carries significant risks that hardly anyone talks about. But today, we put our finger on the wound!
Continue reading