RISK ON / RISK OFF

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

You're a Heretic; No You're a Heretic

By Zev Abraham - Maybe it does not seem strange to others, but it seems odd to me that business schools do not teach financial and economic history. To the extent those subjects are taught, they generally take place[…]

Tall Trees & Tiny Things

POSTED ON October 8th - POSTED IN Commodity, Risk On / Risk Off, residential housing, Lumber

By Zev Abraham - Trees are the biggest living organisms on earth. The largest trees are more than ten times the size of a blue whale, which is the largest animal. That is huge! The typical trees harvested for lumber[…]

Is the Trend Your Friend?

By Zev Abraham - “Prediction is hard. Especially about the future.” – Dr. Nils Bohr, the Father of Quantum Physics Investing is not easy and sometimes its thankless, even when you are correct. Last month we wrote[…]

A Broken Clock is Right Twice a Day (Part II)

By Zev Abraham - “Lets be honest about gold: It’s a pet rock” – Jason Zweig, The Wall Street Journal - 2015

A Broken Clock is Right Twice a Day (Part I)

POSTED ON July 31st - POSTED IN Gold, Price of Gold

By Zev Abraham - “Gold is Money, Everything Else is Just Credit” - J.P. Morgan

Zev Abraham
Director of Research

Author of Risk On / Risk Off.

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