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HomeMutual Fund Lighthouse – March 2023 Version

[Risk] Lighthouse – March 2023 Version

We reside in a VUCA world fraught with dangers of the unknown unknowns variety. These dangers can’t be identified prematurely or be quantified.

How does one spend money on such an atmosphere? Ought to we cease taking any dangers? That’s we contact upon within the Lighthouse March 2023.

Just lately I occurred to come back throughout Mark Spitznagel’s ebook – Protected Haven – Investing for Monetary Storms. I have to say my considering, for now, has been utterly upended.

Mark has provided a complete new elementary framework to consider the world and investing or not investing. Within the course of, he throws away a number of fashionable finance instruments out of the window.

I used to be shocked to know that he considers Warren Buffett to be his best affect and Nassim Taleb his mentor.

Do learn the ebook should you can. He has additionally finished a number of interviews – out there on Internet/Youtube.

Within the Lighthouse March 2023 version, we cowl the next:

  • What can go unsuitable, will
  • State of the Fairness & Bond Markets – What’s extra engaging now?
  • FundTalk – Quantum Gold Fund (Gold is an funding or insurance coverage?)
  • Up to date Fund Watchlist
  • What does the Asset Allocation Indicator together with VIX inform us?
  • Lastly, 2 extra Phrases Simplified

Begin studying the newest version beneath (browser solely) or obtain from right here

In the event you like what you learn, do share additional with your pals.

I additionally look ahead to your feedback and suggestions.



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