Posts by Jakub Rehor - Portfolio Manager

Financial markets operate on the edge of chaos. If prices moved in easily predictable patterns, traders would make money by jumping in front of them. But that would disrupt the pattern, making it useless for prediction. On the other hand, if financial markets were pure noise, there would be no point in investing. Asset prices Read More

China’s economy has a major impact on commodity markets and China’s leaders are not afraid to throw their weight around. Right now, we’re witnessing an attempt by China to slow down the rise in commodity prices. Chinese factory price index, released on April 8th, grew by 4.4% year-on-year, well ahead of economists’ estimates of a Read More

As the new case counts decline and vaccination numbers march forward in the United States, we can see the end of the coronavirus pandemic on the horizon, at least domestically. A few other countries are also doing well, led by Israel, Seychelles, United Arab Emirates, Bhutan, Chile, the United Kingdom, Serbia, and Hungary. (As an 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