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About me


My interest in the investment world started when I was 14 years old.

I read everything I could about famous 'old school' investors like Warren Buffett and Peter Lynch.

Over time I have learned that the investment world is much broader than this.

If you cannot adapt to the changing circumstances around you, the financial markets are the ideal place to get humiliated.

I use a combination of fundamental, technical and sentiment analysis in my personal investments.

Everything I know about investing is self taught by reading a great many books, academic papers, and investment blogs.

I have probably learned most by effectively investing myself from the very start. Theoretical knowledge is one thing, practical experience is quite another.

If you want to learn more about my evolution as an investor, you can read my first blog post.


About This Website


The content of this website will mainly focus on the following subjects:


-Market timing: I am not a bottom up, fundamental investor. However, I think the information on this website is also very valuable for this type of investor.

After all, what good is it to you as an investor that you receive stock picks from your adviser or from the investment newsletter to which you subscribe, if you do not dare to buy when the stock market has just fallen 10% and you have no idea whether the worst is behind us or not.

How good is all this advice you get if you are constantly bombarded by negative (or positive) news flows at exactly the wrong time?


Specifically: My main focus is currently on the gold market and the US stock market. You will therefore receive updates mainly on these markets in connection with my short and long term outlook.


-Big picture views: Is the stock market in a structural rising long-term trend (such as between 1982 and 2000) or are we in a market where we have to react more quickly (think of the period early 2018-present)? Will the US do as well in the next 10 years as it has in the last 10 years and what is the outlook for technology stocks?

By a combination of fundamental, technical, and sentiment analysis, I will try to show where the probabilities lie for some of these big picture questions.

Many investors can greatly improve their long-term returns by having a big picture view of where we are in the grand scheme of things. Cancel out the daily noise and invest with confidence.


Other aspects of the investment world that interest me are the following:


Tactical Asset Allocation

Behavioral Finance

Economic History

Monetary Economics and the Workings of Our Money System


You will also see me write on these subjects on a regular basis.

I will also regularly disprove frequently heard 'wisdoms' or statements in the media.

The media is a very bad guideline for your investments and it hurts me to see how many people let themselves be influenced by the media and the daily noise. If only they knew something about the big picture and market timing...







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