Investment Updates

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).

investment update mountain sunset

Investment Update for First Half 2021: Taking Profits and Playing With Primates

Investment Update for First Half 2021: Taking Profits and Playing With Primates 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 …

Investment Update for First Half 2021: Taking Profits and Playing With Primates Read More »

2020 Hindsight Market Risk

Investment Update for 2020 Year-End (Good Results and Good Riddance)

Investment Update for 2020 Year-End (Good Results and Good Riddance) 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 …

Investment Update for 2020 Year-End (Good Results and Good Riddance) Read More »

Financial Markets Addicted Money

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse?

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse? 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 …

Investment Outlook — Global Markets & the Economic Opioid Crisis: Recovery or Relapse? Read More »