The Week in Review 30 Sep 2018
– Moms and Pops keep US equities going, but risks are mounting Rising interest rates and rising stock markets usually do not go well together. However, at the moment the…
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Posts by month
September 2018
24 posts
Model Portfolio 30 Sep 2018 +22.36 % Year to Date
Manager’s Comment Our Model Portfolio ended the third quarter of 2018 up +2.03 % on the week and + 22.36 % since the beginning of the year. Over the past…
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A sharp global correction may be Imminent ..
Last week, as US equity markets were making new all-time highs and emerging markets were rebounding we flashed an orange warning signal. The weak internal dynamics of US equities, the…
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AZUR ASIAN EQUITY FUND
Azur Asian Equity Fund outperforms the iShares MSCI Emerging Markets Asia ETF by +11.98 % since the beginning of the Year. Azur Asian Equity Fund, the Asian equity fund that…
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The Markets in Charts 22 Sep 2018
SUMMARY US Bonds Yields made a major Break-Out to the upside, The Dow Jones made a new all-time High, but momentum is weak and Tech is rolling over, Chinese Equities…
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The Week in Review. 22 Sep 2018
Last week was a significant week in the financial markets for many reasons. To us, it flashed a Warning signal. Bond jitters In a very unusual occurrence last week, the Dow…
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Model Portfolio 22nd Sep 2018. +19.91 % Year to Date
Manager’s Comments In a week marked by the clear sign that Chinese equity markets bottomed out and send strong BUY signals while the USA are losing momentum, our Model Portfolio…
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Investment Ideas – How to play THE NEXT BIG THING
Mechelany Advisors’ Investment Ideas are available to our DIAMOND Members. We provide individual Investment ideas based on our multi-layered screening and valuation process. Some of our investment ideas may be…
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Dipping a toe in Russia and Turkey
It may sound strange to think of investing in two countries that are run by regimes that are not particularly business friendly, that are involved in military action on the…
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The End of the China Malaise marks the beginning of the US Malaise…
As our readers know, in our various posts THE UPCOMING BEAR MARKET on January 19th 2018 and EUPHORIA ! on January 22nd 2018, we timed the top of the 2016-2018…
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