GFM Asset Management

07/06/2024

In about 6 hours, at 5:10pm HKT (=11:10am Swiss time), I’ll be back on RTHK Radio 3’s “The Close” with Neil Newman discussing another exciting week in the world of elections, interest rate cuts, and the $3 trillion market cap club

23/05/2024

Tomorrow, Friday May 24th at 5:10pm HKT, I'm back on RTHK Radio 3's "The Close" with Japan macro strategist Neil Newman, where we're likely to discuss where yields are going in different markets

26/07/2022

In 10 minutes, I'll be speaking with Shane Choo about our 2022H2 market outlook: https://www.facebook.com/shanechoo7

10/03/2022

Today at 4pm Paris time = 10am New York time, I'll be presenting my thoughts on the upcoming French presidential election and how I expect it to drive stock and bond markets. You can attend live or get the recording through the link below.

In this informative webinar, independent wealth manager Tariq Dennison provides an overview of France's economic situation, how this year's election may impact it, along with actionable trading strategies around it using CAC, EURO STOXX 50, VSTOXX, and OAT futures and ETFs.

24/09/2021

How To Run A Report on Your Past and Future Dividends In Interactive Brokers

One top goal of investment accounts we manage is to generate consistently growing dividend income. Obviously, for accounts with income as a primary investment goal, the default account display show…

21/06/2021

One year ago, I responded to an idea on Twitter that we should test how portfolios of stocks selected completely at random would do compared with a broader benchmark. I then created five random portfolios of 30 stocks each, equally weighting random selections from the Russell 3000 index, all on Folio. Not surprisingly, these portfolios all had a tilt towards smaller cap and higher volatility stocks, but I am surprised that all five outperformed so significantly over the past year, especially the way #3 did. ...

One year ago, I responded to an idea on Twitter that we should test how portfolios of stocks selected completely at random would do compared with a broader benchmark. I then created five random po…

11/06/2021

How to

Every now and then, you may find that a stock, ETF, option, or futures contract traded on a certain exchange is not available on Interactive Brokers. This can happen to accounts that thought they …

31/05/2021

Quick Chart: 20-Year Rolling Returns of Stocks vs Bonds

Bonds may be safer than stocks in the short term, but they can actually be riskier in the long term. This is a quick chart of rolling 20-year returns of US stocks vs bonds using Shiller data, showi…