Sunday, October 7, 2018

Stocks sell off in Turkey could present a Buying opportunity

“People always say they would like to buy low and sell high. Turkish stocks are valued in U.S. dollars. Now it’s in buying range. I think I will buy some Turkish stocks, ETF’s. I own some [Turkish] bonds. It’s not the huge portion of my portfolio but yes I own some Turkish debts. I think it’s the time to buy Turkish assets." 

Wednesday, August 29, 2018

Trade wars are not good

The economy worldwide is getting weaker according to Marc Faber

“Trade war is crazy, completely crazy. It is occurring now at this time when the global economy is slowing down. If you look at the price of copper, price of lumber, they already collapsed that is a sign that the global economy is weakening very rapidly. I think we are going go into a recession.”

Tuesday, August 14, 2018

Growth VS Value

"I believe that stock markets around the world are at an important crossroad: Growth (represented by the NASDAQ 100) is out and Value (real estate, REITs, Telecoms, food, consumer staples, financials, and energy (as represented by the Russell 1000 Value ETF – IWD) is beginning to outperform."

Wednesday, July 4, 2018

Recommendation to reduce equities position size.

"Concerning my negative views about equities I would like to add that an important technical signal has turned down badly: the Smart Money Flow Indicator (SMART Index), which is calculated according to a special formula.           
The broader point I want to make is that we can see an increasing number of signs and indicators that point to a major slowdown in the global economy and to disappointing corporate earnings. Therefore, I reiterate my previous recommendation that investors who are overweight equities should really reduce their heavy exposure. "