Kanundrum
Capital
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| The Divergent View - written by Brian Kelly - provides actionable investment ideas and insight into the Kanundrum Capital investment process. The Divergent View is an integral part of the investment decision making process at Kanundrum Capital. |
Our Recent Divergent Views
November 27, 2009
Action: Buying UUP
We wrote on Wednesday, the flight to quality would be the result of sovereign debt issues, little did we know how timely those words
would be...
From The Divergent View - Wednesday November 25, 2009
"Catalyst for Change - As we re-evaluate, we shall be looking for a catalyst that could change the direction of the dollar. Our most likely
candidates are a flight to quality from sovereign debt issues in countries like Japan and Greece and currency intervention. READ MORE
Action: Buying UUP
We wrote on Wednesday, the flight to quality would be the result of sovereign debt issues, little did we know how timely those words
would be...
From The Divergent View - Wednesday November 25, 2009
"Catalyst for Change - As we re-evaluate, we shall be looking for a catalyst that could change the direction of the dollar. Our most likely
candidates are a flight to quality from sovereign debt issues in countries like Japan and Greece and currency intervention. READ MORE
January 21, 2010
Action: Taking Profits
Despite the 1%+ decline in US equity indexes yesterday, we have been surprised, heartened and confused by the resilience of global
share prices. The trillion dollar question is whether or not the global economy is strong enough to accept the hand-off from central
bank and government stimulus. For our part, we have ridden the wave of optimism and the result was a good head start on 2010
performance.
After 15+ years trading the financial markets we have found only one statement of truth...things change.
To that end we thought it would be not only instructive, but also financially necessary, to look at some of the drivers of the global bull
run...away we go....READ MORE
Action: Taking Profits
Despite the 1%+ decline in US equity indexes yesterday, we have been surprised, heartened and confused by the resilience of global
share prices. The trillion dollar question is whether or not the global economy is strong enough to accept the hand-off from central
bank and government stimulus. For our part, we have ridden the wave of optimism and the result was a good head start on 2010
performance.
After 15+ years trading the financial markets we have found only one statement of truth...things change.
To that end we thought it would be not only instructive, but also financially necessary, to look at some of the drivers of the global bull
run...away we go....READ MORE
February 18, 2010
Action: Buying Gold (GLD) and Junior Gold Miners (GDXJ)
Expectations that the IMF would sell the remainder of its gold to a central bank (read:China) have been dashed by the announcement
of open market sales. We view this weakness as a misunderstanding of the gold market and China's buying habits - this
misunderstanding has created an opportunity to buy junior gold miners on weakness. READ MORE
Action: Buying Gold (GLD) and Junior Gold Miners (GDXJ)
Expectations that the IMF would sell the remainder of its gold to a central bank (read:China) have been dashed by the announcement
of open market sales. We view this weakness as a misunderstanding of the gold market and China's buying habits - this
misunderstanding has created an opportunity to buy junior gold miners on weakness. READ MORE
