2024 Market Musing

The Case for Emerging Markets and Why I'm Getting more Cautious on US stocks

A “Tax Avoidance Sell-Off” in January 2024? Using Apple Puts to Hedge my US Exposure

The end of the year is always a good time to reflect on what has happened throughout the year and how to optimally position for what may lay ahead. My article one year agon on “Tax Loss Selling, Window Dressing & The January Effect in 2023” was spot on and laid the found…