Karl-Mikael Syding's Blog, page 17

The coming stock market crash of 2017-2018

Topic: The case for a 50% downside for stocks in the coming 12 months, and then some Style: Funny, ’cause it’s true (kind of) Nota bene: this post should be read in conjunction with my previous post on the bull… Continue Reading →

Stocks about to rally! Is diversification a four letter word?

Topic: The case for a 25% upside for stocks in the coming 6 months Style: ironic, humorous, short 1 The trend is your friend I mean, what are the odds of this trend suddenly reversing? Some say it’s just getting… Continue Reading →

The next 1000% trade is in gold mines

This post about gold refers to my post about uranium from the day before yesterday. The only real difference is that it’s about gold. Conclusion: I think it’s about time to trade some of those expensive stocks for gold. Just as… Continue Reading →

A 5x potential trade in the uranium ETF, URA

Topic: holding on to longs in uranium exposure through the ETF “URA” Summary: Technicals seem to reflect strong demand, which is supported by long term fundamentals Potential: Once uranium markets reach balance and beyond, URA has the potential to rise… Continue Reading →

The meaning of “negative” in a Variable Quattro Stagione strategy

Topic: Building a professional investment portfolio Details: A specific question regarding adjusting the asset class weights in a diversified portfolio when an asset class has fallen in value Summary: Any negative amount counts as a negative year and thus triggers… Continue Reading →

What does a famous retired hedge fund manager invest in in 2017, and why?

Topic: my view of a few macro indicators as well as my personal investments Summary: growth, inflation and bond yields going lower; USD, stocks, housing going up; bitcoin, gold and uranium going up longer term, but first sideways and possibly down in a… Continue Reading →

The covfefe lemma: How to choose between Time and Money

Topic: The covfefe choice between time and money Summary: no 25-year old would trade places with Warren Buffet, but where does one draw the line? Inspired by an interview in Framgångspodden, and several articles and tweets by Wall Street Playboys, here… Continue Reading →

How to choose between Time and Money

Topic: The choice between time and money Summary: no 25-year old would trade places with Warren Buffet, but where does one draw the line? Inspired by an interview in Framgångspodden, and several articles and tweets by Wall Street Playboys, here are… Continue Reading →

What to do when AIs beat us at everything, even reason?

Topic: Computers vs. humans, regarding reason, creativity, intelligence and consciousness Summary: Very few humans exhibit clear signs of the above traits, and even those aren’t very good at it Echo chambers of flesh What is creativity? Writing a song, a… Continue Reading →

I knew humans aren’t creative; we lack the ability to reason too?

Topic: Computers vs. humans, regarding reason, creativity, intelligence and consciousness Summary: Very few humans exhibit clear signs of the above traits, and even those aren’t very good at it Echo chambers of flesh What is creativity? Writing a song, a… Continue Reading →