July 2023 – My Blog

Country Risk: A July 2023 Update!

I have looked at country risk, in all its dimensions, towards the middle of each year, for the last decade, for many reasons. One is curiosity, as political and economic…

jamur July 25, 2023

Crowd Wisdom Market Timing Stocks

Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often…

jamur July 17, 2023