IMPORTANT Market & Trade update 30th of june 2022 – Inflation, Monkeypox and investment strategy

Dear readers,  since our last market and trade update on the 16th of June  2022 there has been a number of macro events which we will summarize with our comments below: We note that since our post on the 20th of May  2022 where we publicly announced that we had gone 60 % cash and

By |2022-06-30T10:33:05+01:00June 30th, 2022|Categories: All Posts, Market update|0 Comments

IMPORTANT Market & Trade update 17th of june 2022 – WHO announces emergency meeting due to Monkeypox + The inflation ghost

Dear readers,  since our last market and trade update on the 7th of June many different global events have unfolded and we have summarized the most important ones below. Monkeypox The World Health Organization (WHO) has finally woken up and realized that Monkeypox "poses a real threat to public safety". WHO is holding an emergency

By |2022-06-16T09:00:41+01:00June 16th, 2022|Categories: All Posts, Market update|0 Comments

Portfolio AND Market Update of May 2022 with ESGFIRE comments

May 2022 - Originally published on June 3rd 2022 ESGFIRE returns since 2018: + 1150 % ESGFIRE returns Year to date 2022: -15 % Market comment Markets remain extremely volatile and makro signals are still bearish although the reopening in some provinces in China after COVID-19 lockdowns provide some positive news. Oil prices remain very

By |2022-06-03T00:39:43+01:00June 2nd, 2022|Categories: All Posts, Market update, Portfolio, Reports / News / Interviews|2 Comments

Black Swan event: ESGFIRE NEW update 27th of may 2022

Dear readers, we are following the monkeypox virus development closely and it seems the transmission of the virus may be different from previous versions. We are hoping we are dead wrong when it comes to a potential new pandemic event but until the DNA of this virus has been completely analyzed and mapped we will

By |2022-05-27T10:00:41+01:00May 27th, 2022|Categories: All Posts, Market update|0 Comments

Black Swan event: ESGFIRE portfolio partially goes CASH due to NEW Monkeypox pandemic threat

Dear readers, as you all know we always advocate a sensible and calm approach to turbulent market events. We are not easily scared however we are neither unaffected nor paralyzed in the face of black swan events such as COVID-19. ESGFIRE was able to time the market crash of COVID-19 in 2020 almost perfectly. The

By |2022-05-20T13:55:10+01:00May 20th, 2022|Categories: All Posts, Market update|0 Comments

Short Market update from ESGFIRE

Fellow readers, investors in the stock market are facing a harsh reality these days with rising inflation, rising interest rates and supply chain problems in China due to COVID-19 lockdowns. Many stock indexes are down between 10-20 % so far this year however the ESGFIRE portfolio has held up very well in these conditions and

By |2022-04-25T10:33:21+01:00April 25th, 2022|Categories: All Posts, Market update, Reports / News / Interviews|0 Comments

War in Europe – Market update from ESGFIRE

Fellow readers, today Europeans woke up to a status of war on a scale which we have not seen since World War Two. Russia has unprovoked and illegaly invaded Ukraine and as we are writing this the actions of war are unfolding quickly. Our thoughts and prayers are with the Ukrainian people and we can

By |2022-02-24T14:54:19+01:00February 24th, 2022|Categories: All Posts, Market update, Reports / News / Interviews|0 Comments

The winter slaughter of mircocaps and the inflation ghost

This will be a quite different post than what we usually provide to you as a subscriber. We have noticed alot of downward movements for no obvious reason in many of our ESG positions and also other companies on our watch list . There may be several reasons for this trend occuring which we want to

By |2022-01-25T09:43:17+01:00November 24th, 2021|Categories: All Posts, Market update|0 Comments

Market update 15/9 2021 – when the going gets tough, the tough get going.

After a rough couple of trading weeks we felt it was time for us to give our general view on the current market situation. “It seems to me very clear that the stock market is extremely overvalued and this is very dangerous,” says Andrew Smithers, an economist who has written extensively on how to value

By |2022-01-25T09:51:27+01:00September 15th, 2021|Categories: All Posts, Market update|0 Comments
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