We are a couple of friends active in fund management, brokerage, trading and private equity. We combine these different perspectives into one common view.

Originally, we shared our ideas with our friends. As our friends invited their friends, more and more people wanted to have access to our thoughts and ideas. In 2006, Vince Rowe invited us to be on his radio show every week. Then, we started a weekly newsletter. Finally, we developed this home page. It is our hobby. We do it as we love doing great investments. As a lot of our ideas come from our network, we like to return the favor.

We do not apply a single approach. We use a vast set of tools in an opportunistic way. Our toolset consists of macroeconomic models, fundamental analysis using a value approach, behavioral finance and technical analysis.

We cover stocks, bonds and loans, commodities, real estate. We often use ETFs or certificates as simple tools to trade certain asset classes

We develop short-term and long-term investment ideas. In our IDEAS section, you will find various portfolios with different timelines.

The service is FREE. Special reports will be available for purchase.

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