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Artwork for Value Seeker's Investment Letter

Value Seeker's Investment Letter

Value Seeker

Value & momentum based analyses on commodities, stocks, currencies (among many other investment topics). For information only, should not be construed as investment advice.

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Substack
PricingOnly free issuesPublishesWeekly
Issues31Founded3 years agoLast Issue6 days ago
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Artwork for Value Seeker's Investment Letter

Latest Issues

COMMODITIES - SO MUCH BACKWARDATION

The access to my articles is free for the moment, but will later be reserved for premium subscribers.

Summary:

• Few noticed: A large part of commodities are now in backwardation.

• Energy leads, followed by agriculture.

• What about...

6 days ago
2

JAPANESE YEN - RAISING INTEREST RATES IS ONLY A PART OF THE SOLUTION

The access to my articles is free for the moment, but will later be reserved for premium subscribers.

Summary:

• Raising rate is only part of the solution.

• The highest undervaluation ever seen?

• The US Dollar could also play a key...

9 days ago
2

PORTFOLIO MOVERS - THE PLATINUM STOCK EARNINGS SURPRISE

Summary:

• Platinum, the real bargain.
• Finding a low-risk, high quality miner to get exposed.
• Very positive earning surprises.

• Next step: buy, hold, sell?

PLATINUM - THE REAL BARGAIN

The loyal reader would certainly know...

9 days ago
4

EMERGING MARKET CURRENCIES - NOT ALL EQUAL

The access to my articles is free for the moment, but will later be reserved for premium subscribers.

Summary:

• Allocating assets under cheap and expensive currencies: Key differences.

• Applying purchasing power parity to EM currenci...

13 days ago
1

PORTFOLIO MOVERS - MAJOR BREAKOUT FOR MY LARGEST POSITION

In this new type of publication, called “Portfolio movers”, I will document the major moves or thoughts about the stocks I hold in my portfolio (for now accessible to free subscribers, but later reserved to premium ones), in a non-formal...

17 days ago
7
2

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  • Value Seeker

    Value & momentum across commodities, stocks & FX. Finding asymmetric setups at cycle lows in my letter (free now, later for premium subscribers). Not investment advice.

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