Posts by Jakub Rehor - Portfolio Manager

As US investors’ focus remains fixed firmly on the Fed, there is a continuing tectonic shift in the world economy. It seems trite to invoke the rise of China as the most important facet of the 21st century, but Chinese economic dominance is accelerating, and its repercussions are not fully visible yet. The US is no longer the world’s largest economy; China overtook it four years ago. There is a misunderstanding about this: at market exchange rates, China is still smaller than the US, but at purchasing power parity, it has grown bigger.

View from Crystal Bay: Nobody Saw this Coming  Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete Read More

Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More

Investors aren’t limited to only investing in the S&P 500 and the Dow Jones Industrial Average. Every week we share the market trends we are following. We are interested in whether the trends in those markets are continuing or if they are experiencing a temporary or complete reversal. When we identify trends, we are only Read More