Monthly Archives: December 2017

2017 People’s Choice Charts

In this post we look at the 5 most popular charts we tweeted this year as ranked by views and engagement.  I’m sure you will find the charts interesting and insightful – of course if you think we missed one that you think should be included please let us know in the comments or get in…

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A few years ago, we developed the hedged portfolio method of investing. The basic idea was to find securities that had high expected returns over the next six months and were also relatively cheap to hedge and then to buy and hedge a handful of those names every six months.  We backtested the approach a…

Gold Trades Near Four-Week High

Gold prices rose to the highest level in nearly four weeks on Tuesday as geopolitical risks and weakness in the greenback bolstered the precious metal’s appeal. In economic news, the Richmond Fed’s manufacturing index came in weaker than expected with a print of 20 in December, down from the previous month’s 30 and below expectations…

Markets 2017 Review

In many aspects, 2017 has been a successful year around the world albeit with major challenges. In the United States, the economy has continued to surge under President Trump. The just released GDP numbers showed that the economy expanded by about 3.3% with a few points being affected by the hurricanes. The unemployment rate is…

Leveraging Off Japanese Giants In A Niche Market

Background Yinson Holdings Berhad is a Malaysian company ranked 6th in the world by fleet size for leasing and operating of offshore production units and offshore support vessels for the oil and gas industries. The company’s fleet consists of 5 FPSO vessels, and 1 FSO vessel. Business Description YNS is a Malaysian company focused exclusively…

The Performance Of Impact Investments

The Global Impact Investing Network has offered its own take on a much discussed question: do “impact investing” and its variants under various names – sustainable investing, socially conscious investing, ESG investing, etc. – work? And, if so, how well? It looks at this question in a very granular way, focusing especially on II through private equity…