Eric Cinnamond on the trials and rewards of not following the herd:
I grew up in a small town outside of Louisville, Kentucky. I’m not even sure I’d call it a town – more like a zip code. We lived in a subdivision with five acre lots and gravel roads. Growing up on a gravel road had its challenges. Falling off your bike was painful! Walking or running on gravel can also be uncomfortable, with rocks often finding their way into your shoes. Dust is an issue too, along with bumpy rides and potholes. But there were some benefits.…. more
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.
Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.
Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.