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The beauty is in the eye of the beholder

While I have eventually proved wrong on prospects of gold in the short term (“gold’s rise could very well continue—albeit at a less frenetic pace—in the coming months”), I was right -but perhaps too conservative– concerning Cagliari Calcio as it thrashed Verona 4-0 on Saturday -with some spectacular and beautiful goals, and now sits 11 […]

The beauty is in the eye of the beholder

While I have eventually proved wrong on prospects of gold in the short term (“gold’s rise could very well continue—albeit at a less frenetic pace—in the coming months”), I was right -but perhaps too conservative– concerning Cagliari Calcio as it thrashed Verona 4-0 on Saturday -with some spectacular and beautiful goals, and now sits 11 […]

Building the home journey

The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]

Building the home journey

The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]

Building the home journey

The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]

Building the home journey

The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]

Building the home journey

The US housing market, despite the current administration’s recent efforts to revive it, is experiencing a period of stagnation caused by persistent macroeconomic trends, such as a rapidly ageing stock of homes and a chronic undersupply of new builds. The building products distribution segment, however, looks worthy of investor interest – following compound annual growth […]

May the Goldilocks force remain with us

It is not only on the geopolitical front, with Iran, Venezuela or Greenland issues; or in the US domestic political arena with Trump’s incessant statements, threats and gyrations on Fed’s independence -among many others-; or on the US stock market, with the uninterrupted YTD outperformance of small caps and the underperformance of the Mag7, that […]

May the Goldilocks force remain with us

It is not only on the geopolitical front, with Iran, Venezuela or Greenland issues; or in the US domestic political arena with Trump’s incessant statements, threats and gyrations on Fed’s independence -among many others-; or on the US stock market, with the uninterrupted YTD outperformance of small caps and the underperformance of the Mag7, that […]

May the Goldilocks force remain with us

It is not only on the geopolitical front, with Iran, Venezuela or Greenland issues; or in the US domestic political arena with Trump’s incessant statements, threats and gyrations on Fed’s independence -among many others-; or on the US stock market, with the uninterrupted YTD outperformance of small caps and the underperformance of the Mag7, that […]

May the Goldilocks force remain with us

It is not only on the geopolitical front, with Iran, Venezuela or Greenland issues; or in the US domestic political arena with Trump’s incessant statements, threats and gyrations on Fed’s independence -among many others-; or on the US stock market, with the uninterrupted YTD outperformance of small caps and the underperformance of the Mag7, that […]