RISK ON / RISK OFF

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

Do Deficits Matter?

POSTED ON December 5th - POSTED IN Risk On / Risk Off

By Zev Abraham - I recall vividly my law school moot court advisor telling me the famous phrase “If the facts are against you, argue the law.  If the law is against you, argue the facts.  If the law and the facts are[…]

We Are All Emerging Markets Now

POSTED ON October 24th - POSTED IN Risk On / Risk Off

By Zev Abraham - Have Emerging Market Countries Matured to Be More Like Developed Countries or Has the Opposite Occurred?

A Tale of Two Investments

POSTED ON September 30th - POSTED IN Risk On / Risk Off

By Zev Abraham - It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light,[…]

Greater Risk, Greater Reward?

POSTED ON August 29th - POSTED IN Risk On / Risk Off

By Zev Abraham - I dropped my oldest son off at college last week. An emotional experience for sure but made more so by the fact that I unloaded his belongings at the exact same place my father helped me unload mine[…]

Margin Umbrellas

POSTED ON July 19th - POSTED IN Risk On / Risk Off

By Zev Abraham - It rains a lot in Southwest Florida this time of year and the rain is heavy. When you get caught without an umbrella you can get drenched in a few seconds running from a car into a building. My[…]