RISK ON / RISK OFF

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

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[…]

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[…]