Value Seeker's Investment Letter

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Regime change in the bond market
Why chasing yields & duration a this stage might be dangerous.
 • Value Seeker
RISING INTEREST RATES: WHAT YOUR GRANDPA COULD HAVE TOLD YOU
A secular up trend for interest rates haven't been observed since the 1970s. How would an investor from the 1970s have managed his portfolio during such…
 • Value Seeker
BUYING TECH OR TECH ENABLERS?
One thematic, different ways to play it.
 • Value Seeker
NASDAQ 100: CAN WE REPEAT THE 2009-2026 GROWTH?
While the index's earnings have had a phenomenal growth over the last 17 years, few noticed that they only justify 1 third of the 2009-2026 price…
 • Value Seeker
S&P500: STAYING AWAY FROM IT
While the most traded index seems expensive for the disinflationary period we've been in from 1980 to 2020, its risk-reward could well be even more…
 • Value Seeker
Brazil: Large caps are not the only choice
How can investor rotate between Brazilian small and large caps to optimize the risk-reward of their portfolios
 • Value Seeker
Brazil: Don't forget its currency
Understanding the Brazilian Real's potential and its implication for your portfolio
 • Value Seeker
Value Seeker's Investment Letter
Value & momentum based analyses on commodities, stocks, currencies (among many other investment topics). For information only, should not be construed as investment advice.
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