Things are much different than they were 10 or 20 years ago but everyone seems to follow the same retirement investing advice. As retirees are in need of more security they are now forced into more risk as bonds have become riskier than stocks while also giving a lower yield. If you’re looking for security,… Read More »How Dangerous Is Common Retirement Advice?
Almost 30% of global sovereign debt comes with a negative yield. The situation is much worse in Japan and Europe than it is in the U.S. Investors should enjoy the asset inflation party while it lasts but also be prepared for the worst. Introduction Negative yielding debt seemed impossible and illogical for a long time,… Read More »Negative Yielding Debt: A Party for Investors or Pure Stupidity?
The U.S. and Europe are overvalued, especially seeing the current political situation and economic fragility. What’s about to hit Europe and the U.S. already hit emerging markets in 2015. There are opportunities in emerging markets now, but where? Bonds seem the riskiest asset of all with no yield and huge potential downside. Introduction After last… Read More »BREXIT Aftermath: Where to Look for Returns & What to Avoid Now
The risks of a slowdown are higher than the upside. Fundamental trends are negative in advanced economies while emerging markets show higher growth rates and are cheaper. It is important to create a diversified portfolio with uncorrelated assets. Introduction In an environment where it seems maximum potential for the U.S. economy has been reached, the… Read More »How to Prepare Your Portfolio For The Next Recession or Stock Market Crash
Yields should be the main factor when choosing whether to invest in bonds or stocks. As yields cannot go much lower, bonds become risky too. Historically any significant increase in bond yields brings to negative returns. Introduction It is almost common knowledge that in the long term stocks outperform bonds as bonds are less risky… Read More »If Stocks Are Risky, What About Bonds?