Vincent’s Blog | Q3 2019 Update – Up-Down, Up-Down

i-Cthru’s consolidated time-weighted return over Q3 2019 is USD 0.23%; EUR 4.53% (YTD USD 4.52%; EUR 9.76%). These results are unleveraged, net of all trading costs, fees, dividend tax withholding for non-US clients and cost of protection of individual portfolio holdings. Phew, what a quarter, up – down, up – down, mostly driven by one-line “news” headlines. I hope you …

Serengeti Wildebeests' Migration

Vincent’s Blog | Serengeti, Silicon Valley and the Valley of Regret

Serengeti, located in Tanzania, Africa, bordering Kenya, is a place of unparalleled beauty. Abundant wildlife lives in one of the most productive ecosystems on earth and it is one of only two locations where hominid fossils, estimated to be more than 2 million years old, have been found, pointing to our very early beginnings as human sapiens. Some roving descendants of those …

Vincent’s Blog | Q2 2019 Update – Be Fearful when others are greedy

i-Cthru’s consolidated time-weighted return over Q2 2019 is USD 0.22%; EUR -0.98% (YTD USD 4.95%; EUR 5.92%). These results are unleveraged, net of all trading costs, fees, dividend tax withholding for non-US clients and cost of protection of individual portfolio holdings. “Be fearful when others are greedy” so say the wise. But it’s complicated, right? Just last December we saw …