NE
5 posts
Investing may be compared with seafaring. When operating in the financial markets, we are effectively engaging in a voyage carrying a valuable cargo to a faraway destination.
*See important disclosures In the Flexible Value Covestor model, manager Walter Lu uses a deep value investing approach that focuses on arbitrage opportunities and special situations. In his latest investment report for the model, Lu says, In August, I believed that the market was overreacting to the bleak economic outlook […]
There has been a lot of talk recently about a possible double-dip recession. I think many investors are overreacting, not because I think another recession is unlikely, but because most people don't really know much about the economy and how economies work in general (myself included). The economy is too large and complicated for anyone to fully comprehend. It's a worldwide complex adaptive system with billions of moving parts. Trying to predict the economy is like trying to predict the stock market.
There is no shortage of impressive models and returns on Covestor.com. One top model is run by manager Alejandro Paschalides, who’s Energy model has done very well so far this month. In order to get an idea of the steps Paschalides had taken to achieve these results, we sent him a few questions […]