24th Feb


Occupation: Academic, Analyst, Newsletter Writer, Private Investor

Interests: Economics, Funds, International Stocks, Private Equity, Stocks, US Market

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Investment Strategy
Dividend Investment


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On the whole, trading conditions in 2018 produced many challenges for investors focused on global equities. During the first three months of the year saw drastic declines, the Dow Jones Industrial Averages experienced what many considered to be ‘flash crash’ conditions.  This set a precarious tone for the markets in the months that followed, and the S&P 500, NASDAQ Composite, and Dow Jones Industrials dropped…

Brookfield Global Listed Infrastructure Income Fund Looks Attractive in Yield-Starved Environment Toward the end of 2018, rising volatility in stocks and continued interest rate increases from the Federal Reserve acted in combination to spook investors and send markets lower.  In the fourth quarter alone, valuations in the S&P 500 experienced declines of -7.57% and this put pressure on the core holdings of many investors. More…

Brookfield Global Listed Infrastructure Income Fund: Potential for Diversified Protection in Volatile Markets Stock investors have experienced rising volatility levels since the summer, and this has generated new rounds of analysis which suggests that equities markets have become overvalued.  This is particularly true in the technology sector, where companies like Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), and Facebook (NASDAQ:FB) have witnessed substantial declines after posting all-time highs…

Equus Total Return: A Standout Selection In Business Development Space With stock valuations becoming more volatile every day, many investors are considering exposure to new asset sectors which have protective qualities.   In this regard, business development companies have the potential to generate gains for investors in the quarters ahead. A business development company (BDC) is a publicly-traded firm which makes investments in small- and medium-size…

Retirement Planning: Common Mistakes to Avoid “As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale Planning for retirement is a task that many of us tend to put off for a later date, but it is a necessary task which each of us must inevitably face at some point in our careers.  If you are new to retirement…


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