Our Views

Most of you who know of Tralucent’s strategy and results over the last fifteen years of Tralucent’s existence understand that our results are something to be proud of. Today, we are very excited to inform you that the Tralucent Global Equity Fund (the Fund) is a top contender for two awards at the Canadian Hedge…

As we write this letter, equity markets are down some 26% on a year-to-date basis, as measured by the S&P500. This is the worst performing first half of a year over the last 50 years. In this situation it is natural to be concerned. But it is even better to be informed. Please note that…

At Tralucent, we just about guarantee that the stock markets will correct almost every year between 7 to 10 percent, and sometimes even more. What inevitably follows is the upturn, and we expect that the current correction in the stock market should be no different. The end to the Ukraine conflict is hopefully nearing, and…

In short order the Equity markets have declined some 10 percent from their highs. Why? Because the Federal Reserve Bank is very likely to raise interest rates. There is fear that these higher rates will then significantly affect the economy, which will then negatively affect stock prices. It is very important to keep in mind…

Down markets are a great time to get started: In general, almost any time is a great time to invest money. However, down markets become an even better time to get going. As you are most probably aware, markets are down on fears that surround the effects of Coronavirus. We urge you to take advantage…

Putting corrections in perspective: In short order, as of 10/03/20 the markets are down some 17%. Down markets are hardly a new phenomenon, and such moves happen on average almost every 2 years. There is almost always an event in the news that is scary on the surface: images are conjured up that suggest that…

Putting events into perspective of a 100 Trillion dollar economy: As we have previously explained in person to some of our clients, such phenomena as a virus breaking out are quite common BUT insufficient to derail the worlds economies. These things are simply NOT grounds to be getting alarmed about. The world economy is over 100…

In a word. NO. Before I continue, I’m going to assume that you are already aware of what cryptos (cryptocurrencies) are. As such, I’m going to try and focus on how I think about cryptos and look at them as an investment. First, let’s figure out what helps to determine a good investment. A quick…

BEING THANKFUL FOR THE CORRECTION AND THE OPPORTUNITY TO BUY Summary: The US Equity markets are down some 10% from their highs. We should all thank our stars for this wonderful Holiday gift where we can add to high quality shares at approximately 10% less than what they were going only a few weeks ago.…

In summary: Interest rates must go up dramatically to something like 7% before they become threat to the stock market. The reason is that the expected profit from the stock market is at least 7%. So, interest rates must move up to that level where they will become a source of serious competition. Expected Earnings…