All Lime Newsletters

Know Unknown

Know Unknown

Event-Specific Inflection Points – More Frequent Than One Thinks Events happen. As a result, some of the most impactful occasions are scheduled – elections, black Friday, Fed meetings – so we know when to expect them. But...

read more
Is the Market Spooky?

Is the Market Spooky?

Is the Market Scared? One of the market’s main headscratchers: how can the same piece of news trigger opposite reactions? How can an announcement in employment numbers be interpreted as a positive sign of consumer strength, or, most likely, a negative sign of Fed...

read more
Repricing Insurance

Repricing Insurance

Buying Insurance in the Equity Market Investing in equities is inherently risky, but the capital market offers alternatives to mitigate this downside. Diversification is well understood by most investors, but it’s a limited tool. Mixing bonds and stock, or maintaining...

read more
The Amazing American Consumer

The Amazing American Consumer

In a Brittle Economy, the American Consumer Remains King In this series of Newsletters, we have covered different investment strategies using a spectrum of instruments, for example, directional as well as hedging strategies with options, currency tilts with ETFs and...

read more
Sink or Swim Reloaded

Sink or Swim Reloaded

What If We Expect a Robust Rally or Deep Sell-Off?   At the start of the summer in Issue 1, Make or Break Summer for Stocks (July 20), we presented a “bifurcated outlook” strategy, which is based on investors’ expectations of either a strong rebound, (swim), or...

read more
Choppy Waters, go to port

Choppy Waters, go to port

Inflation Protected Treasury Securities (TIPS) – A Consideration When Everything Hurts The markets are being hit with a combo of high inflation, rising rates, and an economy that is expected to slow further. Therefore, cash is losing value due to inflation, bonds are...

read more
Foreign Exporters into the strong dollar

Foreign Exporters into the strong dollar

The Dollar is Ripping, And Foreign Firms Take Advantage International trade is highly sensitive to currency rates. Foreign manufacturers and American firms share a highly competitive global marketplace. This is evident now; the dollar is 12.4% stronger against a...

read more
Positive Procrastination

Positive Procrastination

Investors like valuations, but market instability dampens their appetite A recurring theme of multi-month bear markets is the tension between attractive intrinsic valuations (upside) vs. external headwinds from policy makers, macroeconomic variables, and in the...

read more
Know when to fold them

Know when to fold them

  You’ve got to know when to hold ‘em, know when to fold ‘em, know when to walk away… by tracking performance and adjusting expectations! Over the past few weeks, we have presented several investment strategies with different tilts: Pure upside for bulls...

read more
What if the rally sputters

What if the rally sputters

What if the Market Has a Case of the Hiccups? A picture is worth a thousand words. For investors active in the 2007 to 2009 period, the memories of multiple head-fake rallies are still vivid – as a number of those were followed by a down-leg over 18 months. Current...

read more

Sign Up For Our Newsletter