In this monthly letter we will cover: The Pandemic Time Out Portfolio Update Gold and Oil Outlook Things are both locked up and booming at the same time. The lockup makes it difficult to find new things to speculate on, but the economic situation has been very friendly to our holdings, and setting up for[…]
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In this months newsletter the following is discussed and will be the focus of articles: New speculative investment in Gold and Uranium. Update of the AA watchlist. Gold market analysis in the face of the surging? economy. 1. Gold and Uranium. The Asymmetric Advisor is still in. its infancy as an advisory newsletter, so we[…]
If you have followed my work for any period of time, or if you had asked me to recommend some books on trading, you may have been surprised when I recommended a series of books that don’t really talk about trading much at all. The series author is Nassim Taleb, academic mathematician, philosopher, author and[…]
These days the number one, two and three topic of conversation is the Pandemic Lockdown. You can’t hide from it, every channel every network, every person is being bombarded with this lockdown, and the natives are getting restless, people want their freedom, the virus be damned! Gold doesn’t care. What do I mean? Well, gold[…]
This is not the way I expected a monthly outlook for the Asymmetric Advisor to go. I would have much rather had 5 opportunities all laid out, with ideas on the amount of capital I was willing to deploy. But the facts are, in the midst of what may become the most significant social and[…]
It is official, the Economic situation we have as of April 2020 will be the defining moment in history. This point in time will represent the “Great Diving Line.” We will from here on in refer to before Coronavirus 2020 and post Coronavirus 2020. The world as we know it has fundamentally changed in virtually[…]
I wrote this issue on April 18th, if the service existed in February, it would have been published sometime between the end of the month in February, or the first week of March. So, almost everything in this post is bullshit, except for the following screenshot of positions I would have announced. These positions are[…]