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The tiger ready to pounce

A tiger spends all day searching for its prey. When it finds it, it hides in the shadows waiting for the right moment to pounce. Right now that’s exactly what we are doing in the market. It’s not an environment to be buying stocks, even if you’re buying a great company at a great price.…

Market analysis 21/06/2022

The market was up broadly today, with the S&P 500 and the Nasdaq Composite both up about 2.5%. It is very likely that we see a short term rally in the indexes here, which could be driven by the most beaten up names. It appears to us that in the short term everyone who wanted…

How to fix the Irish housing crisis

The average house price in Dublin City is sitting at €512,000, and the average house price in Cork City is at €305,000. Monthly rental prices are above €2,000/month and €1,600/month respectively. There is a lot of talk in Ireland, both from government and the public, about the need for government to invest more money into…

Fed raises by 75bps, what now?

Today the fed raised rates by 0.75%, bringing the federal funds target range to 1.5% and 1.75%. In Powell’s speech after the initial decision, he said that the “next meeting could well be a decision between 50 and 75”, shutting down any expectations investors had of a full percent or greater hike – for now…

Gold vs bitcoin

There was an interesting quote that we picked up on this week from a Sohn Conference Foundation conversation between John Collison and Stanley Druckenmiller, where Druckenmiller said “if you believe that we are going to have irresponsible monetary policy and inflation going forward, if it’s in a bull phase, you want to own bitcoin, but…

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