Strategy Dashboard: The Good News Bulls

Feb 3, 2023 | Strategy Dashboard

Strategy Dashboard: THE GOOD NEWS BULLS Q1 2023 – January View & Download PDF Version A healthy level of skepticism (or downright cynicism) is understandable following an onslaught of recent challenges. With a global pandemic, the outbreak of war in...

Portfolio Rebalance Summary – Q1 2023

Dec 16, 2022 | Strategy Dashboard

Strategy Dashboard: rebalance summary Q1 2023 View & Download PDF Version With the holiday season upon us and a new year shortly forthcoming, many investors will be eager to start fresh in 2023. To say the past year was a tumultuous one would be doing somewhat of...

Strategy Dashboard: Reopening the China Discussion

Dec 1, 2022 | Strategy Dashboard

Strategy Dashboard: REOPENING THE CHINA DISCUSSION Q4 2022 – November View & Download PDF Version Investing in China has become an even more polarizing topic of late. The omnipresent concerns remain: perceived financial system vulnerabilities, geopolitical...

Strategy Dashboard: Pivot Hunting

Oct 31, 2022 | Strategy Dashboard

Strategy Dashboard: PIVOT HUNTING Q4 2022 – OCTOBER View & Download PDF Version Looking at long-term historical charts of most major equity indices, bear markets appear to be brief in nature; a short-lived, but violent disruption in an otherwise gradually...

Portfolio Rebalance Summary – Q4 2022

Oct 19, 2022 | Strategy Dashboard

Strategy Dashboard: rebalance summary Q4 2022 View & Download PDF Version Most financial observers and investors will reluctantly agree: they face a multi-varied gauntlet of imponderable challenges. Sequential developments have ushered in monumental impacts upon...