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

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

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

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

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

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