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    Delinquencies in the US credit business have risen gradually over the last 18 months
    Market Compass 09/23 –
    Global equity markets take a breather
    Long-term bonds offer attractive returns after the end of a monetary tightening cycle
    Market Compass 08/23 –
    No summer fatigue on equity markets
    Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
    Market Compass 07/23 –
    Strong end to an euphoric half-year
    Summer ’23 reading list
    Tramondo accepts Citywire’s TOP 50 IAMs 2023 award
    Market Compass 06/23 –
    Semiconductor stocks on a high
    NEW – Market Compass 05/23
    Tramondo Quarterly (Q2 2023)
    Tramondo named one of Switzerland’s top 50 asset managers
    Tramondo Dynamic Equity Europe turns 1
    Tramondo joins the alliance of swiss wealth managers
    Tramondo Navigator 2023
    Year-end reading list ’22
    Tramondo Quarterly (Q4 2022)
    Book Club – The Hard Thing About Hard Things
    The market is not the economy – follow the leaders
    Senior Relationship Manager, 80-100% (w/m)
    Tramondo Quarterly (Q3 2022)
    Summer ’22 reading list
    Tramondo Dynamic Equity Opportunities reaches important milestones
    Tramondo launches European equity strategy
    Tramondo Quarterly (Q2 2022)
    Use accumulation volume to find powerful stocks
    Book Club – The Almanack of Naval Ravikant
    What is market breadth and why is it so important?
    Tramondo Navigator 2022
    Year-end reading list ’21
    Book Club – Flash Crash
    Tramondo equity strategies approved for public distribution
    Tramondo strengthens team with two experienced investment specialists
    Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option?
    Tramondo Quarterly (Q4 2021)
    Two Tramondo strategies now as UCITS structure
    Our Five Thematic Investing Rules
    Are price-to-earnings (P/E) ratios really important?
    Tramondo appoints Chief Operating Officer
    Book Club – Can’t Hurt Me
    Power Earnings Gap (PEG)
    The Longer the Base the Higher the Space
    Tramondo Quarterly (Q3 2021)
    Summer ’21 reading list
    Follow-up on Margin Debt
    The Stock Price Maturation Cycle
    Book Club – Zero to One
    Tramondo opens Zurich office
    Why we like seasonality studies
    Tramondo Quarterly (Q2 2021)
    What is the contrarian sentiment indicator telling us?
    Book club – March 2021
    Tramondo Navigator 2021
    Year-end ’20 reading list
    Book Club – Unknown Market Wizards
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Blog (EN)

Delinquencies in the US credit business have risen gradually over the last 18 months

Blog (EN), Macro Themes / By

While the officially reported macro data in the US still point to solid economic momentum, first cracks in underlying fundamentals can be seen beneath the surface. The Federal Reserve’s historic campaign of interest rate hikes has massively increased lending rates over the past 18 months – with far-reaching consequences for borrowers, who are increasingly struggling …

Delinquencies in the US credit business have risen gradually over the last 18 months Read More »

Long-term bonds offer attractive returns after the end of a monetary tightening cycle

Leave a Comment / Blog (EN) / By

In view of the advanced stage of the monetary and economic cycle, we currently consider high-quality government and corporate bonds with longer maturities to be an attractive investment opportunity.  History has taught us that these issuers have been able to generate significant excess returns after the last interest rate hike by central banks. For example, …

Long-term bonds offer attractive returns after the end of a monetary tightening cycle Read More »

Follow-up on Margin Debt

Blog (EN) / By

Follow-up on our “Notes From The Field” post in March 2021 – Margin Debt.  Three months ago we highlighted the contrarian sentiment indicator that has flagged three major market tops (1972, 2000, 2007) since 1970. With the most recent data, the year-over-year change in margin-debt has risen above 55%. Once this threshold is exceeded, it …

Follow-up on Margin Debt Read More »

Power Earnings Gap (PEG)

Blog (EN) / By

When earnings season is in full swing, every investor has his favorite setup to trade and follow. At Tramondo, our favorite setup is the “Power Earnings Gap” – in short we call it “PEG”, which was originally created by @traderstewie. Why? Because a “PEG” highlights so many traits of very successful companies and works best …

Power Earnings Gap (PEG) Read More »

Our Five Thematic Investing Rules

Blog (EN) / By

Our five thematic investing rules To paraphrase famous physicist Richard Feynman’s quote on quantum mechanics: the feeling of having finally grasped thematic investing indicates that one hasn’t understood thematic investing at all. Simplistic approaches to the segment inevitably lead to disappointment, but investors who approach it strategically, yet with an adaptive mindset and an active …

Our Five Thematic Investing Rules Read More »

Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option?

Blog (EN) / By

An IPO is a company’s first offering of stock to the public. They are important to follow as 80% of the biggest winning stocks tend to be companies that IPO’d within the previous 10 years. The reason being is that most of a company’s growth usually occurs in the first few years after common stock …

Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option? Read More »

Use accumulation volume to find powerful stocks

Blog (EN), News / By

Most recently, we have witnessed a significant bear market in megatrend stocks and themes (cloud, fintech, artificial intelligence, millennials, digital health, cybersecurity, etc.) as well as in several high-quality companies such as Adobe or Partners Group.  Is there a regime change taking place from the old favorites to a different type of stock and theme, …

Use accumulation volume to find powerful stocks Read More »

ÜBER TRAMONDO

Die Tramondo Investment Partners AG ist eine bankenunabhängige Schweizer Vermögensverwalterin mit Sitz in Zug und der Zulassung der Eidgenössischen Finanzmarktaufsicht (FINMA) zur Tätigkeit als Vermögensverwalterin kollektiver Kapitalanlagen. Das Unternehmen ist Mitglied der Alliance of Swiss Wealth Managers.

 

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