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Article by Oliver GOMM How have we started? Comfort though? Are we having a good start? How have we started? I find the tasks, (or more importantly!) my handling of them, “even out” toward the end of January after coming out of the starting blocks very fast and furious after the NY break. Settling into the […]

Article by Masahiko KUMADA Large Investment Capital Flow What to expect in the year 2022? In 2020, the COVID19 outbreak caused a sharp drop in the stock market; This led to a global easing of monetary policy. Afterward, the stock market rose sharply. Interest rates will probably rise in 2022. In this environment, a large

Article by Oliver GOMM Season greeting If you are able to take a few days away from the office or home office!? Please take this time to reflect on the challenges faced. Challenges overcome and those that need more time, regrouping, and a chance to attack again. The sun will always rise. Take a break

Article by Masahiko KUMADA Growing Stock Market and Performance 　Since the COVID shock, stock markets around the world have risen significantly. Looking at the US stock market in particular, the NY Dow has risen from $18,300 (as of March 23, 2020) to $35,800 (as of December 8, 2021). This is about 95% increase. Many more

Article by Oliver Gomm November already. Where did the year go? Can we evaluate the year yet? Probably too early. The holiday season, about to begin, but some feelings linger, there are some more twists and turns still to come. Our focus is: protect our wins from here until the new year, and only deploy capital further

Article by Masahiko KUMADA Recovery in progress With the approval of Merck’s and Pfizer’s oral antiviral COVID-19 drug, the world seems to be getting brighter all at once. In the U.S., travel-related stock prices are skyrocketing.Ticket bookings by airplane companies are increasing greatly, and sales of travel bags are rising. With the gradual opening of

Article by Masahiko KUMADA An article about the impact on the financial markets. What has changed since the impact? Though the stock market fell sharply right after the outbreak. It did not take long for the market to recover after economic and financial measures were taken by various countries. Now, major changes have emerged in

Article by Oliver Gomm An article about financial markets. Do we need more opinions or commentary on the financial markets? The data isn’t already enough? Are you sure? Any successful trader will confirm; your P&L is everything and reasons or justifications for “this” moved like this, or “that”. Also, crashed or rallied are oftentimes irrelevant.The data/results, without