Ponder the uncomfortable, the imponderable & walk the blues!
What I have learned over the last 12 years as an investor & fund manager, is that, even though there are long stints of calm & serenity along the way, there are also some uncomfortable events & looming imponderables.
TINA – Are we in the ZIRC? II – “Do Gentlemen really prefer Bonds?”
In this month's opinion, Pierre Cloux examines the Mr. Market 2019 projection vs. Bond rates, questioning the current environment and its possible consequences.
Seeking Wisdom IV – “Value Investing”
As the saying goes: “When the going gets tough, the tough get going!” Even though the month of April showed some clemency, even optimism, as I outlined here a month ago, Mr. Market in May seems to be of a more jittery and moody disposition. That is why I dug deep once again in order to seek wisdom and quench any whim of nervous trading activity. It is not the house-style anyway, as our philosophy is “Value Investing”.
6.40% - Premonitory dream – TINA, are we in the ZIRC?
In this month's opinion, find out about a dream come true.
King of the (Dance) Floor! (part 2) – Smart Moves & “Happy” Returns!
In 2013, Pierre Cloux was writing about a new investment in a company called Forbo. In this month's opinion, find out what has happened since.
“Can Pandas fly?” (1) – A visit to Chengdu and to The 90-bagger Dragon!
In this article Pierre Cloux shares his account of a recent trip to China, discovering this fascinating country, analysing its fast growing economy and visiting production sites of the companies he is invested in.
Valiant – let’s bank on it!
In this month's opinion, find out about Valiant's development plans and a travel note from Pierre Cloux in China.
“Nerve-racking pain and teeth-pulling strain“ Let’s list the 2018 Razzie Nominations!
In this month's opinion, Pierre Cloux Lists the 2018 Razzie Nominations.