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Archive: 2018

Missing dynamics

There are three interesting phenomena affecting markets these days, and more often than not the analyzes we see in the media miss important dynamic aspects of those phenomena to the point of reaching conclusions different than ours. The so-called trade war between the US and China is clearly the most prominent of those phenomena. The read more

Martin Anidjar | September 21, 2018

Volatility in the Time of Machines

After more than a year with impressive market performance and low volatility, the last few days have been a real shock to the system. Volatility is back with a vengeance. For medium-term investors like us there are many difficult questions. What caused this change and does it mean something is fundamentally different? Were markets ahead read more

Martin Anidjar | February 09, 2018

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Baffin Advisors