I presume you have all been reading the news and followed the excellent posts of Tomas Puey on why politicans and business leaders must act now (you can help by staying at home) and what the next 18 months can look like if our leaders buy us time. There is another interesting comparison from the same team that gives [...]

Happy meltdown with risk-parity and gold. Six books for the upcoming quarantine, including one for certain survival. After a non-coronavirus related absence last weekend, we are back with a quick summary of last weeks important events (and interesting articles) as well as some brainfood for the looming quarantine situation (some places are a little [...]

Input for your monthly performance review. A fully diversified portfolio of trade ideas. For everyone who has been living under a rock for the last couple of days: The S&P 500 plunged by roughly 13% over the last seven trading sessions after the inconvient truth that COVID-19 will have economic impact has hit markets. There [...]