It’s time to sell Russian stocks

The confrontation between NATO allies and Russia is escalating fast. Russian stocks are highly attractive on a financial basis. But …

What did we learn in 2017?

The year 2017 of the Gregorian calendar is creaking to a close. Most mainstream investments did well in the year …

When the CAPE ratio fails

No valuation ratio is perfect. All have their pros and cons. But one of the usually more reliable ones – …

The new gold buyers

Everyone should own some physical gold. In a “good” world – with vast, fast growing, gold-hungry emerging markets like India …