The international blog of MultiFinansIT
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Charlie Munger, investing genius and Warren Buffett’s right-hand man, dies at age 99
Buffett credits Munger with changing his investing outlook and the way Berkshire Hathaway operates today. “Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices,” Buffett says Munger told him. Read more …
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Dividend traps, bear markets and recessions.
Some of your most profitabel investments can be made if you invest in dividend paying stocks during a bear market or when a solid company that pays divideds are hit by transient bad news.
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Gold related stocks as yield stocks and hedge.
Goldrelated stocks as an inflation and / or recession hedge
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Valuation envelopes and the rational approach to investing.
One of mye favourite trading books is John A Bollinger’s book from 2001, “Bollinger on Bollinger Bands”. In the preface he has a note on Rational Analysis that is the combinantion of Fundamental and Technical Analysis as shown in this figure. Bollinger Bands are driven by volatility. In chapter 6 of the book Bollinger mentions…
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FED pivot, inflation or stock pivot?
The pivot from value and dividend paying to growth and long duration stocks may lag the the FED pivot. Some, especially high quality growth stocks may lead the inflation pivot.