The term “safe haven” has always been part of the investor’s vocabulary, taking on special significance in times of increased uncertainty. The attributes of a safe haven asset lie more with the investor than with any opportunity in the market. It has everything to do with who you are. How well do you know yourself? […]
Hailed by Barrons as the dean of global investing and one of the most successful investors in history, the late Sir John Templeton stated that ‘This time is different’ are ‘among the four most costly words in the annals of investing’. Before emerging markets became mainstream, Templeton was investing in emerging growth companies for parents […]
A ‘soft touch’ conjures up thoughts of someone who is easy prey, gullible and vulnerable to theft. In the context of financial services, a light touch regulation speaks of a more flexible and relaxed approach to regulatory oversight. For many years in the US and Europe, the world’s largest trading bloc, the rule of law […]
As I write, this will be the 9th Ein Harod Family Office BLOG since the pandemic. This is not an attempt to forecast future events which are unknowable nor is it a recommendation to purchase a security or make an investment. Trees do not grow to the sky Investment success is to position your capital […]
As I write, we have been subjected to weeks of living under what many jovially call ‘house arrest’. The pandemic has affected most, if not all communities to varying degrees. In some countries, governments are slowly relaxing restrictions intended to stop the spread of the virus. But the uncertainty remains. How long before people can […]
As I write, this will be the 8th Ein Harod Family Office BLOG since the pandemic. This is not an attempt to forecast future events which are unknowable nor is it a recommendation to purchase a security or make an investment. ‘Where there is no vision the people cast off restraint’ Book of Proverbs The […]
In March 1933, at what turned out to be the peak of the Great Depression, President Franklin Roosevelt gave the famous rallying cry to America that “the only thing we have to fear is fear itself”. Today fear has again gripped investors, and we have witnessed viciously volatile panic-selling, as traders and algorithms ply their […]
The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable declines nor become excited by sizable advances. He should always remember that market quotations are there for his convenience, either to be take advantage of or to be ignored. He should never buy a […]
After purchasing a residential home many investors allocate investment capital to real estate in varying degrees, relative to their overall total net worth. Return on capital comes from rental income and capital appreciation. This places real estate, in terms of risk and return, between higher equity risk and the lower risk of debt. The real […]
What image do we conjure up when we think of Gold? Elegance, beauty, wealth, risk, insurance, or just another shiny metal? But do we think of Gold as money? Money must be a store of value, a medium of exchange and a unit of account. The function of money in our financial system allows us […]
