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Celine’s Blog | Trying To Time The Market? Why You Should Think Twice.

When we encounter crises like the current one induced by Covid-19, we all look for past reference points as they provide strong guidance as to what may or may not occur. This crisis is unprecedented in many ways and no single past event will allow us to predict what lies ahead. However, when it comes to market timing, we think that the above graph of the Dow Jones index during the 1929-1932 bear market, is humbling and a stark reminder that first looks/rallies may be deceiving. This is not to say that history will repeat itself, but merely to point …

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Vincent’s Blog | Pandemic and Investing: A New Playbook

It’s not business; it is personal First and foremost, a shout out to all the sung and unsung heroes fighting an enemy that concerns all of us. We know that, statistically, heroes always rise to a challenge but we don’t always know who and where you are. You make all of us look better and you have our respect and support. During the first quarter of 2020, we were able to limit our clients’ losses between -3.9% and -11.8% (depending on our client’s individual risk profiles and circumstances). On average, our Q1 2020 losses are limited to approximately -7% on …

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Vincent’s Blog | Tall Tales and Long Tails in the Stockmarket

It is a windy and cold day in New York City and I am driving my cool new electric car down Broadway towards the downtown offices of J.P. Morgan where I have a meeting to discuss Investment Trust Funds, an investment vehicle that has become so popular that Goldman Sachs & Co launched a separate company, the Goldman Sachs Trading Corp, to sell an unprecedented amount of Investment Trust shares to the public. ..

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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…