Here I share and explore my personal portfolio experiments and investment results. Some of these are built on my professional experience in the financial securities and banking industry. But I also try hard to resist default thinking and traditional assumptions around investment and wealth building strategies.
If my investment outlook and views aren’t changing, then I’ve stopped learning (or thinking).
Standards and the general consensus are important to understand but, as market structure (and the world) rapidly changes, they can also be limiting beliefs for people at all ages and stages of life.
As industries, markets and technologies evolve, people continue to benefit from reduced costs and personal empowerment. How we best leverage educational and financial tools and assets (of all kinds) is essential to future security.
But it also empowers individuals to have an ever-greater impact and contribute to positive outcomes, both locally and globally. These are some of the ideas and motivations that inform my investment decisions.
Whatever views I happen to hold about some sector or stage of the market cycle, however, is most definitely subject to change. And there’s a good chance it will by the next published update. If my investment outlook and views aren’t changing, then I’ve stopped learning (or thinking).
In hindsight, 2021 was another challenging year on many fronts. It was meant to be resolution and relief from the craziness of 2020. But on the ground it just turned out to be an extension of the same. And markets and macro factors reflected this too, driving alternative assets and secondary markets to all time …
Alternative Investment Update – Year-End 2021: Move Fast and Fractionalize Read More »
The investment landscape in the second half of 2021 delivered a mix of expected moves and some real surprises. My investment update reflects this mix of opportunities and the continued market schizophrenia, ebbing liquidity and intermittent asset price gyrations. The same can be said of the whole global economy, with its sickly internals. Between inflation, …
Year-End 2021 Core Portfolio Investment Update: Slow Moving Market Storm Read More »
The year started off positive, at least based on surface factors. Granted, 2020 set the bar low. But anyone looking closely at the markets still sees worrying signs. Even as markets continue to pump, fueled by too much money chasing too few investable opportunities (and ever-more sketchy ones), it was obvious that the party …
Investment Update for First Half 2021: Taking Profits and Playing With Primates Read More »
As I reflect on my expectations and investment plan throughout 2020 it’s clear that my concerns were in line with many others in the market; with smaller, occasional long-term focused traders and professional investors alike. Heading into the year-end, there were so many structural instabilities and known unknowns that anyone with significant exposure to …
Investment Update for 2020 Year-End (Good Results and Good Riddance) Read More »
If you look back on my investment outlook at the start of 2020 it’s easy to see how worried I was with the structural instability and potential negative impact of central bank involvement in the markets. As noted, I had been waiting for a long overdue market move lower and was keeping plenty of …
MY 2020 OUTLOOK In recent years, I have shared my outlook on the business, market and investment landscape but typically did so only with close colleagues and business associates. I’m going to start sharing more of my investment perspectives going forward. This “2020 Outlook” post is a simple, first step in that effort. I …
Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse? Read More »