The world is not fundamentally understandable and reasonable, it can't always be mastered through analysis and planning. However investing in times of crisis is not as hard as it seems.
What are market regimes? How to dynamically adjust the weights of our multi-asset class portfolio according to them
Kevin Primicerio
Dear readers, As you probably noticed, I decided to have a top-down approach to financial markets. In the past weeks we learned about economic cycles, …
Kevin Primicerio
Last week article on winners and losers in the economy raised some questions about policymakers, dept, money printing and crisis. Before we start to in…
Kevin Primicerio
The thing we need in order to invest in the stock market is… money. And it is to make more money that we wanted to invest in the first place. So most o…
Kevin Primicerio
Welcome everyone! You want to learn more about personal finance and investment? In this newsletter we will cover a broad spectrum of investments such a…
Kevin Primicerio