Financial Market Post Holiday Sales
Financial Market Post Holiday SalesThis year’s post-holiday shopping is rife with high-quality bargains. The current correction is a stock-pickers’ dream for gems from classic large caps to modern tech, and it’s time to get in the driver’s seat. Of course, we will...
Storm Clouds on the Horizon
Storm Clouds on the Horizon Sunset Beach, CA: observing freight ships waiting to dock and unload at Long Beach We began allocating equities on November 6, 2020: the day the U.S. election result became clear. And in March 2021, we described why we remained fully...
Shining the Light on Commodities
Shining the Light on CommoditiesForeign exchange management, ethical investing, and LaIF themes overlay LaIF’s five, risk/return strategies. LaIF themes are emerging trends that translate into actionable allocations; where we “shine the light”. Currently, we are...
Inflation is Like Kale
Inflation is Like KaleLast month investors feared the Fed would raise rates to counter inflation. This month, the Fed told us they do not fear inflation because the latest figures reflect a temporary spike. So now, investors fear the Fed is wrong. Everyone is right....
Jump In – But with a Strategy
Jump In – But with a StrategyCurrently many investors are holding large cash positions because they are spooked by the volatility in growth stocks, and geo-political instability. Russia is amassing its military presence at the Ukrainian border, there is mounting...
We are fully invested
We are fully invested The news is very, very positive: LaIF’s Core/Satellite approach has proven to out-perform over the past five years. We built up top-rated bond positions when interest rates spiked four years ago and then enjoyed both price and yield developments...
How to Navigate the Current Market
How to Navigate the Current Market We at LaIF believe, as communicated, that the markets need to experience another correction before a sustainable recovery will take hold. First of all, there are too many unresolved problems from the 2008 recession, that have...
It is up to us to Bridge the Gap
We are the ones who need to START learning, participating, and partaking in their world; first and foremost because it is our world, too. The problem and hence the solution – lies squarely with the older generation. We must overcome our fearful resistance to change. We must get curious again.
Art as Fitness and Fitness as Art
Some of my favorite creative outlets are also sport arts. Dance is clearly both – but gardening and drumming are also where the two concepts meet. I believe every art form can also be a physical activity and vice versa. And it’s a great idea to find inspiration in...
Why it takes a village
As the familiar proverb goes, “it takes a village to raise a child”. Its meaning is interpreted to mean many things. I like its literal connotation: It takes more than a parent’s love to raise a child well. It takes the love and support of a community. I...