RISK ON / RISK OFF

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

Zev Abraham

Zev Abraham
Find me on:

Recent Posts

Welcome to the Jubilee

POSTED ON June 13th - POSTED IN Risk On / Risk Off, war

By Zev Abraham - "You shall have the fiftieth year as a Jubilee; . . . it shall be holy to you." -Leviticus 25:11-12 

International Trade is Not Charity

POSTED ON April 4th - POSTED IN Risk On / Risk Off, war, De-Globalization, Sanctions

By Zev Abraham - “Forward, the Light Brigade!” Was there a man dismayed? Not though the soldier knew Someone had blundered. Theirs not to make reply, Theirs not to reason why, Theirs but to do and die. Into the[…]

Gold, the New Bitcoin

POSTED ON February 25th - POSTED IN Gold, Risk, Risk On / Risk Off, Bitcoin

By Zev Abraham - “Gold is Money, Everything Else is Credit” - JP Morgan in testimony before the United States Congress, 1912

Anti-Trend and Recency Bias

POSTED ON January 5th - POSTED IN Risk, Risk On / Risk Off, trends, recency

By Zev Abraham - Recency and trend bias are related concepts that suggest people give greater weight to recent events than older ones and therefore think current trends are likely to continue. These concepts are used[…]

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[…]