• 23 Jan
    Inflation Is A Lie – Here’s What You Need To Know

    Inflation Is A Lie – Here’s What You Need To Know

    • Inflation is different for each individual, and it’s probably higher than reported for the majority of us.
    • It isn’t in the interest of any government to have higher inflation as many payments would have to be adjusted, from pensions to salaries.
    • The key is that you have to invest by keeping the real and not the reported inflation in mind.



    Introduction

    What we’ve been looking at for the past 35 years is an environment with declining and low inflation. However, that’s because inflation is usually represented by only one number which is calculated in a distorted way and has to comprehend many various factors of which each impacts us differently. More →

    By Sven Carlin Inflation Investiv Daily
  • 22 Jan
    The Weak Dollar & Your Portfolio

    The Weak Dollar & Your Portfolio

    • It’s important to differentiate between short term currency speculation and economic trends.
    • The main global currencies don’t show long term strength.
    • You can rebalance globally, but also protect yourself by owning assets.



    Introduction

    Many were expecting an even stronger dollar going into 2018 as the U.S. economy is doing well and the FED is expected to raise rates three times in this year, if not more. However, the dollar significantly weakened in 2017. More →

  • 19 Jan
    Uncertainty & Risk – Huge Difference, Big Rewards

    Uncertainty & Risk – Huge Difference, Big Rewards

    • The market doesn’t understand the difference between uncertainty and risk. In fact, it doesn’t even understand what risk is.
    • Understanding the difference is all you need when investing.



    Introduction

    Perhaps the most important thing to understand when investing is the difference between uncertainty and risk.

    The market hates both uncertainty and risk but fails to separate the two. Therefore, by understanding the difference and how to find it, you expose yourself to low risk, high return investments.

    We’ll go through a few examples to show how much power lies in differentiating the two. More →

  • 18 Jan
    Consider These 7 Agriculture Stocks

    Consider These 7 Agriculture Stocks

    • As with any sector we analyze, the differences in valuations are staggering.
    • However, this offers the opportunity to position oneself in stocks that have nothing to do with the economy but will benefit from a rising global population and increased food consumption.



    Introduction

    Yesterday we discussed how the agricultural sector provides an interesting situation thanks to the limited downside and high potential upside due to positive structural trends.

    Today, to dig deeper into the matter we are going to discuss 7 agricultural stocks to see where can you find the best value, inflationary protection, and defensive stocks for your portfolio. More →

    By Sven Carlin Agriculture Investiv Daily
  • 17 Jan
    Why You Should Think About Investing In Agriculture

    Why You Should Think About Investing In Agriculture

    • Agricultural commodity prices are low and the sectors seems disregarded.
    • The weather is random and after 5 bumper crop years, investors don’t expect a change but a change can always happen.
    • We’ll analyze the environment to see what kind of investments to seek out.



    Introduction

    There’s a joke where I come from that just when a local taught his donkey not to eat, it unfortunately died on him.

    Of course, we all need to eat on a daily basis which creates a constant demand for food. On top of it, the global population in increasing which should lead to even higher demand. More →

    By Sven Carlin Agriculture Investiv Daily
  • 16 Jan
    Higher Inflation Could Be A Game Changer

    Higher Inflation Could Be A Game Changer

    • Inflation has finally reached the FED’s target of 2%.
    • Employment and GDP levels indicate we are in the late part of the economic cycle.
    • Will the FED lose control over its monetary policy?



    Introduction

    Global economies are all finally doing very well, or at least just well. You can’t expect economic skeletons like Europe to do very well. Nevertheless, monetary policies across developed markets are still supportive.

    Supportive policies, from the ECB still buying bonds on the open market, to the BOJ buying ETFs, and the U.S. lowering taxes, indicate that all these economies would be very different without supportive policies. More →

  • 15 Jan
    The “Sleep Well At Night” Investing Strategy

    The “Sleep Well At Night” Investing Strategy

    • Investing is personal and should be more about sleeping well at night than returns.
    • I hope you sleep well at night because you are well prepared for what might happen and not because you don’t know the risks.
    • Unfortunately, sleeping well will always come at a short term cost but I think it’s well worth it.



    Introduction

    Two and a half years ago, I took out a mortgage with a fixed interest rate (3.55%) even though my friend from the Dutch National Bank was telling me to take the lower variable interest rate (2.5%) because the probability that interest rates would rise was very small and I could always change the variable rate to a fixed rate if necessary. More →

  • 12 Jan
    Want Financial Independence? Read This

    Want Financial Independence? Read This

    • When aiming for retirement or financial independence, risk shouldn’t make up part of the equation.
    • We’ll discuss a few investment strategies that bring passive income at minimum risk and can lead to financial independence.
    • Your life can change with a few simple adjustments.



    Introduction

    I recently received a message from a 28-year-old reader who asked me what I thought about his chances for financial independence with what he has saved so far. He has been working for the past 8 years at more than 2 jobs on average, and has managed to save $250k, which is something to praise.

    The answer to his question could be of value to most investors, from those who want to quit their jobs to have more time, or those who just can’t wait to retire, so I decided to dig deeper and write an article about it. More →

  • 11 Jan
    Investing In Telecoms – Sven Shows You What To Look For

    Investing In Telecoms – Sven Shows You What To Look For

    • Today, we’ll discuss whether or not the top 10 global telecoms are value traps or if they are value investments.
    • There’s a lot going on in the sector, from 5G to the internet of things.
    • The lowest risk higher reward investment strategy might not come from the biggest companies in the field.



    Introduction

    I’m constantly coming across stocks from the telecom sector that have a low valuation and a strong dividend. Today, we’ll discuss whether or not there is value or if the whole sector is a value trap. More →

  • 10 Jan
    Why The Current Financial Environment Is Crazy

    Why The Current Financial Environment Is Crazy

    • It has never before been so easy to get money. The consequence is bubbles.
    • Some bubbles are innocuous and even funny, other bubbles are extremely dangerous.
    • The most important thing is to know how to behave in this environment, and we’ll discuss that today.



    Introduction

    Financial bubbles are always repeating. Sometimes they are small, just like the meal delivery businesses (like Blue Apron) craze of the last two years. Sometimes they are a bit bigger, like cryptocurrencies have been lately. Sometimes they are huge, just like the current stock or debt markets. More →

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