Investing Through Cold Stretches

Dear fellow investors, We are approximately six to twelve months into a bear market in stocks and bonds. This bear market is the natural consequence of the financial euphoria episode which preceded it. How do wise long-term investors handle these cold …

Morning Rebound Faded As PPI Remains Elevated

OANDA – Morning rebound faded as PPI remains elevated, Oracle impresses, Oil market remains tight, Gold lower ahead of Fed, MicroStrategy all-in on Bitcoin, Bitcoin holding above $20k Wall Street was quick to fade the morning rebound that stemmed a mod…

Logica Capital May 2022 Commentary

Logica Capital commentary for the month ended May 31, 2022.____ Logica Absolute Return (LAR) – Upside/Downside Convexity – No Correlation Tactical/dynamic balanced Put/Call allocation – StraddleLogica Tail Risk (LTR) – Max Downside Convexity – Strong N…

The Key Question For Legislators

Key Question For LegislatorsThe key question in that respect is the one every member of parliament and especially those in the leadership have to answer: do you want to make a statement, lead a movement, and become a symbol? Or do you actually want to …

American Gold Eagle Demand Skyrockets

American Gold Eagle investors purchased 147,000 ounces in various denominations tallying up to 200,500 coins, up 67% from March. The US Mint sold 661,500 ounces of American Gold Eagles so far this year. That is a 617% jump from last year. This seems to…

Are Dividend Increases Beating Inflation In 2022?

The US stock market has been turbulent recently. As a Dividend Growth Investor, I usually ignore stock price fluctuations, unless I am looking to buy a quality stock at a discount. As a long-term investor, I focus on growing my dividend income. Dividen…

The Breakdown

Q1 2022 hedge fund letters, conferences and more That would mean recession, possibly more than mere two quarterly GDP prints going negative. Another obvious consequence would be for the stock market bottom timing – the longer a series of meaningful rat…