RISK ON / RISK OFF

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

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[…]