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 …

Vincent’s Blog | Humanity, Japan and Long-Term Capital Management (LTCM)

The dead outnumber the living fourteen to one. Yes, this amounts to something like 100 billion people against 7.5 billion. And yet, we ignore the accumulated experience of such a large majority of humanity at our own peril. Since the development of the spoken word, the invention of the printing machine and “lately” of the Internet, you could argue that …

Vincent’s blog | Finance: the Art of going with the Flow

I am dreaming. It is cold and dark. I must be in one of those ice-times. I have no clue why I dream about them or why these ice-times come and go, but it seems that every 100,000 years or so it gets very cold, almost like clockwork. It apparently has a lot to do with one of our astronomical cycles, which …