Home Mutual Fund [Risk] Lighthouse – March 2023 Version

[Risk] Lighthouse – March 2023 Version

[Risk] Lighthouse – March 2023 Version

We stay in a VUCA world fraught with dangers of the unknown unknowns sort. These dangers can’t be recognized prematurely or be quantified.

How does one put money into such an surroundings? Ought to we cease taking any dangers? That’s we contact upon within the Lighthouse March 2023.

Not too long ago I occurred to return throughout Mark Spitznagel’s e book – Protected Haven – Investing for Monetary Storms. I need to say my pondering, for now, has been fully upended.

Mark has supplied a complete new elementary framework to consider the world and investing or not investing. Within the course of, he throws away a number of trendy finance instruments out of the window.

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

Do learn the e book in the event you can. He has additionally performed a number of interviews – accessible on Net/Youtube.

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

  • What can go unsuitable, will
  • State of the Fairness & Bond Markets – What’s extra engaging 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 inform us?
  • Lastly, 2 extra Phrases Simplified

Begin studying the newest version under (browser solely) or obtain from right here

Should you like what you learn, do share additional with your folks.

I additionally look ahead to your feedback and suggestions.