If you follow my blog, you know I was bullish about the energy sector since a few months back when everybody’s focus was on technology stocks and bitcoins. I also reiterated my conviction in my August “Ivan’s reflection”. My thesis was simple: The economic rebound after Covid lockdowns have lifted will boost consumer demand. Lower […]
The Future of Bitcoin And How to Get it For FREE
If you follow my blog and Telegram channel, you know I am not a big fan of “investing” in Bitcoin. But if I can get a Bitcoin for free, I wouldn’t mind, who would? Many people consider Bitcoin as a get rich scheme, but to me, Bitcoin is not exactly an investment (for now) or […]
How Will Inflation Affect Your Investment Returns in 2021?
Believe it or not, inflation is the most important factor driving the financial markets right now, and yet there are vastly different views on what we can expect. While some investors believe that inflationary pressure will prove transient, others believe we are on the verge of a structural shift in the financial markets. I belong […]
Optimism is The Virtue of Capitalism – Ivan’s Investment Reflections for May 2021
Lately, stock markets have been getting jittery. Asian markets continued trading sideways while the US and European stock markets struggled to move higher in a zigzag manner. It seems to me that the stock markets have less concern over the resurgence of the number of Covid cases globally than the recent US policy initiatives. “Ivan’s […]
Bitcoin: Is It a Good Long Term Investment?
Is Bitcoin a fad or the future? Is it worth long-term investment? Should you still buy it now at this price? These are the common questions that my clients and subscribers ask lately, and you probably want the answers too. I have wanted to write an article about Bitcoin on several occasions but I have […]
The Year of Investing Dangerously – Ivan’s Reflections in January 2021
“Anyone can hold the helm when the sea is calm.” I start with this quote to remind myself not to be carried away by the wave of exuberance in the stock markets now. People may talk about how they make more than 1000% in Tesla’s stock or Bitcoin. And you may be tempted to join […]