RISK ON / RISK OFF

Investment decisions, their genesis, and our thinking behind them.

Reality Investing

POSTED ON November 17th - POSTED IN Risk, Risk On / Risk Off, Natural Gas

By Zev Abraham - Most everyone reading this article has probably heard of the SPAC boom. The bull market in SPACs has been hard to miss if you follow financial news. But what is a SPAC? A SPAC is a “Special Purpose[…]

Investing is Hard

POSTED ON October 1st - POSTED IN Risk, Risk On / Risk Off, Natural Gas, bear market

By Zev Abraham - Stamford Connecticut based Columbus Circle Investors was a very successful money manager in the 1990’s. Its small cap fund had a particularly good run during that decade. It was run by a man named[…]

Outrunning the Bear

POSTED ON August 30th - POSTED IN Risk On / Risk Off, debt, bear market

By Zev Abraham - Wow the stock market has been strong! There hasn’t been a bear market in a long time. Yes, there was the very brief “technical” bear market at the onset of COVID-19 in the spring of 2020 but that[…]

Utes Could Be Beauts

POSTED ON August 2nd - POSTED IN Risk On / Risk Off, climate change, electric, utilities

By Zev Abraham - Thomas Edison is regarded as one of America’s greatest inventors. He had 1,093 United States patents to his name and many European ones as well. Amongst his many well-known inventions were the[…]

Think Things Through!

POSTED ON June 10th - POSTED IN Commodities, Commodity, Risk On / Risk Off, climate change

By Zev Abraham - “Five percent of the people think; ten percent of the people think they think; and the other eighty-five percent would rather die than think.” ― Thomas A. Edison, someone who knew a little bit about[…]