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– 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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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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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 unusual rise in bonds yields and equity markets at the same time, the loss of leadership of the tech sector and hyper speculative nature of the markets were all elements that triggered warning bells for us.
Azur Asian Equity Fund, the Asian equity fund that we advise since its inception in November 2014 is up + 4.27 % in 2018 while the iShares MSCI Emerging Markets Asia is down -7.71 % as at 24th September 2018.
Since inception, Azur Asian Equity Fund has delivered an average performance of +6.57 % per annum net of all fees to investors, while the iShares MSCI ETF delivered + 5.97 %.
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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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 Jones…
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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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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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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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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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