SGG believes that the market structure is an important behavior factor. Technology and computing power are definitively important drivers. The Investment management industry has been highly commoditized and the rise of passive investment is a result. When I say "Commoditized" it means that financial products suppliers profit margins have shrunk...
Volatility has been a long-time focus for SGG. It is becoming now a permanent flexible allocation of SGG portfolio. SGG believes that excess interventionism by central banks and governments is the main source of a higher volatility regime for many years. Download the document for a full overview of SGG approach. SGG...
2022 first half has been quite harsh to many investors. Inflation readings are high with Bonds and Equities prices punishing most. One of the great frustration has been the lack of true volatility explosion. In fact equity volatility, VIX has been quite stable. The black line is the 6 months...
I recently wrote in an SGG Portfolio report: This is the 5 years US treasury Yield. The upper part of the chart is the PPO or Percentage Price Oscillator. The Percentage Price Oscillator (PPO) is a momentum oscillator that measures the difference between two moving averages as a percentage of...
Trading and intraday trading has become quite widespread. Nowadays, many have access to tools, softwares and trading platforms. They have captured the attention of the crowd that .."yes" ! You can do it like the pros. The above chart does not show return and time frame on purpose. Each little...
