Home Mutual Fund Lighthouse – March 2023 Version

[Risk] Lighthouse – March 2023 Version


We are living in a VUCA global fraught with dangers of the unknown unknowns sort. Those dangers can’t be identified prematurely or be quantified.

How does one spend money on such an atmosphere? Will have to we forestall taking any dangers? That’s we comment on within the Lighthouse March 2023.

Just lately I came about to return throughout Mark Spitznagel’s ebook – Secure Haven – Making an investment for Monetary Storms. I should say my pondering, for now, has been totally upended.

Mark has presented an entire new basic framework to take into consideration the sector and making an investment or now not making an investment. Within the procedure, he throws away a number of fashionable finance equipment out of the window.

I used to be shocked to understand that he considers Warren Buffett to be his largest affect and Nassim Taleb his mentor.

Do learn the ebook if you’ll be able to. He has additionally carried out a number of interviews – to be had on Internet/Youtube.

Within the Lighthouse March 2023 version, we duvet the next:

  • What can pass flawed, will
  • State of the Fairness & Bond Markets – What’s extra sexy now?
  • FundTalk – Quantum Gold Fund (Gold is an funding or insurance coverage?)
  • Up to date Fund Watchlist
  • What does the Asset Allocation Indicator together with VIX let us know?
  • After all, 2 extra Phrases Simplified

Get started studying the most recent version under (browser best) or obtain from right here

In case you like what you learn, do percentage additional with your pals.

I additionally look ahead to your feedback and comments.