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

Animal House

POSTED ON August 17th - POSTED IN Risk On / Risk Off, energy, Nancy Pelosi, Taiwan

By Zev Abraham - “Over? Did you say over? Nothing is over until we decide it is. Was it over when the Germans bombed Pearl Harbor?” -Bluto Blutarsky, “Animal House” 1978

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[…]

Zev Abraham
Director of Research

Author of Risk On / Risk Off.

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