Johan KirsteninInvestor’s HandbookThe Signature of a SlumpWhere is the Recession?Jul 21, 20232Jul 21, 20232
Johan KirsteninInvestor’s HandbookA Brief History of the Rumbling RecessionIs the US heading for recession? If so, what will trigger it?Apr 15, 20231Apr 15, 20231
Johan KirsteninInvestor’s HandbookBear on its Back? (Part II)Have we seen the bottom, or is this rally just another bear-snap?Nov 28, 20221Nov 28, 20221
Johan KirsteninInvestor’s HandbookBear on its Back? (Part I)What drives the stock-market anyway?Nov 3, 2022Nov 3, 2022
Johan KirsteninInvestor’s HandbookPowell has an inflation dragon to slay, and your portfolio might be in the wayInflation, Fed policy, recession, stock-markets, and what to expect nextMay 26, 2022May 26, 2022
Johan KirsteninInvestor’s HandbookFrom Pandemic to Putin to your PortfolioWhat should investors do in times of peak uncertainty?Mar 24, 2022Mar 24, 2022
Johan KirsteninInvestor’s HandbookAre we dancing the last dance?In his January 2021 memo to investors, titled “Waiting for the last dance” Jeremy Grantham (from Grantham, Mayo, & van Otterloo) outlines…Jul 9, 2021Jul 9, 2021