June 2022 - Originally published on July 14th 2022 ESGFIRE returns since 2018: + 1100 % ESGFIRE returns Year to date 2022: -19 % Market comment Equity markets have remained extremely volatile and makro signals are still bearish since our last update but with some positive signals in reduced price for many commodities which could
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
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
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
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
ESGFIRE is an investment company and research firm that focus on ESG companies with either an environmentally friendly service or product.
Vi startade vår portfölj 2018 och har sen dess haft en totalavkastning på över 1100 %.
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