Category: Authored by Rob Van Wielingen
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06.17.22 – The “L” Word: Often Misunderstood
Leverage. The bogeyman in financial markets. A word that investors typically hear and shudder. And indeed, applying leverage to a complex derivatives trade, or a single stock, or a single asset class, can end in tears. History is littered with tales of how excessive leverage and risk-taking, often a derivative of greed, has led to…
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05.20.22 – “Family Firm Targets $1 Billion in Assets over Next Few Years”
The article below was originally published by and on Wealth Professional. Calgary’s Viewpoint Investment Partners wants advisors to know it’s “coming-out” to offer institutional quality products for large, sophisticated clients as it reaches beyond its Alberta roots to develop a national presence and share its quantitative, alternative niche with a broader market. “We want to…
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03.11.22 – “trading confetti paper”
Russia: A Reminder We’re All Trading Pieces of Paper Author: Rob Van Wielingen — President and CEO “We can’t sell our Russian stocks. Even last week our brokers wouldn’t sell them.” — Russel Chesler, VanEck “Russian assets have become toxic, for a lack of a better expression. Onshore [Russian] markets are… uninvestable.” — Marek Drimal, Societe Generale…
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01.14.22 – “the buy low, sell high myth”
Dispelling the Buy Low, Sell High Myth Author: Rob Van Wielingen — President and CEO, Viewpoint Investment Partners Consider the total return of the global stock market from the bottom of the COVID-19 bear market: Our brains look at this chart and immediately send us the signal that we “missed the move.” It would be folly to…
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