How will this Bear Market play out? Things are starting to get ugly (Macro...
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)
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)
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)
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)
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
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...
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?...
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)
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)
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...