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Galloping to Greener Pastures
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How will the next 6 – 12 months play out for Financial Markets? (Patreon Exclusive)
Financial Horse
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November 21, 2022
What to buy when the Fed pivots? How to play the China “reopening”? (Patreon Exclusive)
REITs at 6% yields – Will I start buying? Time to sell DBS and UOB? (Patreon Exclusive)
How will the latest round of cooling measures affect Singapore’s property market? (Patreon Exclusive)
How will this Bear Market play out? Things are starting to get ugly (Macro...
Financial Horse
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September 26, 2022
0
I was actually planning to write a piece on the commodities market and how to invest in commodities. But then a lot of stuff started...
Where does Value lie in this Market? (Patreon Exclusive – September 2022 Edition)
Financial Horse
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September 19, 2022
0
The September FH Stock Watch went out over the weekend. As promised – I wanted to use this article to share latest macro views, and...
Where is the USD, JPY, Euro, RMB and SGD headed? (Patreon Exclusive)
Financial Horse
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September 12, 2022
0
Regular readers will know that I think we are headed into the golden age of macro investing. After 10 years where global interest rates were...
At what price will I buy REITs in 2022/2023? (Patreon Exclusive)
Financial Horse
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September 5, 2022
2
I received this great question from a Patron recently: Hi FH, REITS have dropped about 10% in the past weeks and it looks like a...
Jackson Hole Update – No Fed Pivot… Yet (Patreon Exclusive)
Financial Horse
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September 1, 2022
0
So I wanted to get this quick piece out after the events at Jackson Hole over the weekend, where Jerome Powell gave a speech...
Where does Value lie in this Market? + August Stock Watch
Financial Horse
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August 22, 2022
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So the August Stock Watch just went out over the weekend (link here). To recap a bit of background - in the July Stock Watch,...
When to sell China stocks… and start of a new US Bull Market? (Patreon...
Financial Horse
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August 15, 2022
8
I received a couple of questions recently that I wanted to address. They are: When to sell China stocks? Start of a new bull market for US? When...
What if Inflation is Structural? How to position your Portfolio for an Inflationary decade?...
Financial Horse
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August 9, 2022
0
As shared over the weekend, I’ve been doing a lot of thinking about inflation recently. And I came across 2 fantastic pieces of material on...
Is a Fed Pivot coming? Time to buy stocks? (Patreon Exclusive Article)
Financial Horse
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July 25, 2022
0
I’ve been hearing a lot of talk about a Fed pivot recently. It’s been coming from a lot of strategists that I respect, and is...
Where does Value lie in this market? + July Stock Watch (Patreon Only Content)
Financial Horse
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July 18, 2022
0
As shared in yesterday’s FH Stock Watch (download here), I see value lying in 3 areas of the market at the moment: Oil & Gas Cyclicals...
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