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Tiho Brkan

Tiho Brkan

I am male in my early 30s. I was originally born in Croatia, but am an Australian citizen, while currently living in Hong Kong. I hold a business degree with focus on accounting, finance and marketing.

Articles by Tiho Brkan

Here’s What is Happening in the Economy Right Now

19 days ago

[embedded content]Jordan Roy-Byrne: Welcome back to The Atlas Investor podcast with Tiho Brkan. Thank you so much for tuning in today for episode number 22, Tiho, and in this episode, I know you want to cover the global economic situation and what’s going on. Please tell us why you think it’s important to cover that right now.Tiho Brkan: Hello, everybody. Hello, Jordan. I hope you’re doing well. Thank you for having me on for another podcast. Looking at the global economic expansion, it’s very long in the United States and it’s been segregated into a different boom and bust period struggle the last nine years while the United States has been growing. Basically, we had a problem with Europe in 2011 and 2012.We had a problem with emerging markets after taper tantrum in 2013, and then 2015

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Gold’s Utility as Portfolio Diversifier

September 6, 2018

[embedded content]Jordan Roy-Byrne: Hello again, everyone. Welcome back to the Atlas Investor podcast with Tiho Brkan, thank you so much for tuning in today. We really appreciate it. Tiho, my friend, I want to ask how you’re doing today and what will we be covering in this episode number 21?Tiho Brkan: Jordan, I’m doing very well, thank you for asking. We’ll be looking at the precious metal sector, something that you are an expert in. So we’re gonna have a little bit of a twist today, as opposed to the way we normally run the podcast where you interview me. I’ll be doing a little bit of an interviewing job myself and trying to get some nuggets of wisdom from you as to where the precious metals market might be headed in the next couple of months and what we should do now that gold and the

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What the Emerging Markets Currency Crisis Means for Your Portfolio

August 22, 2018

[embedded content]Jordan Roy-Byrne: Hello again everyone. Welcome back to the Atlas Investor Podcast with Tiho Brkan. This is episode number 20 and today we will be focusing on currencies. Tiho, brother, how are you doing and are you ready to break down the currency market?Tiho Brkan: Yes, we’ve got a lot of turmoil in the currency markets, it’s a perfect time to get me on the telephone Jordan. I’m very well. What about yourself?Jordan Roy-Byrne: I’m doing great. And, could you let us know which currencies we’ll be covering today, in addition to the dollar and Euro of course?Tiho Brkan: First of all, I would like to say that I wish I was doing this episode out of Istanbul, Turkey. That would be perfect. Because obviously, we know that Turkey’s devaluation is occurring. So we’ll be covering

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Where to Invest Your Money Today (Part 2 of 2)

August 3, 2018

[embedded content]Jordan Roy-Byrne: Hello again, everyone. Welcome back to the Atlas Investor Podcast with Tiho Brkan. Today, this is episode number 19 and it’s part two of a two-part episode, where Tiho is discussing where you should invest your money today or where you should be looking to invest as far as which markets could generate the best returns over the long-term future. Tiho, it’s great to have you back. It’s great to be doing another podcast. How are you?Tiho Brkan: I’m very good and yourself, Jordan?Jordan Roy-Byrne: I’m great. I’m really looking forward to what you’re going to discuss today and I’m sure our listeners are. Before we get into it, why don’t you discuss this second part of the two-part episode?Tiho Brkan: Yeah, sure. In the first part, as you know, we’ve looked at

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Where to Invest Your Money Today (Part 1 of 2)

July 24, 2018

[embedded content]Jordan Roy-Byrne: Hello again everyone, welcome back to the Atlas Investor podcast with Tiho Brkan. This is episode number 18. Tiho, my friend, it’s great to speak with you again today. I understand we’re going to be doing a two-part podcast. Today will be the first part of that. Please discuss what you’ll be covering today.Tiho Brkan: Sure. Great to hear from you too, Jordan. Podcasts have been a little bit slower in the last couple of months as I’ve been busy. Regards from beautiful Prague where I’m doing a real estate project as I remind my listeners and readers.Tiho Brkan: So we’re going to focus on where to invest your capital in today’s market. We’re in a late cycle of the economic expansion as well as in the United States’ stock market. The actual bull market’s

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Tiho’s Analysis & Immediate Outlook for Stocks, Bonds & US Dollar

July 5, 2018

Jordan Roy-Byrne: Hello everyone and welcome back to the Atlas Investor podcast. This is episode number 17 with Tiho Brkan. Thank you so much for tuning in today. And Tiho, before we get into episode 17, let’s discuss what you’ve been working on recently because we have not been able to record a podcast for quite a while and that’s not just because we’re ignoring or avoiding our listeners, that’s because you’ve actually been doing some real work.Tiho Brkan: Yeah, as opposed to doing no work and traveling, right? So, first of all, hello from Prague and thank you for having me back on the podcast. Excited to be doing this again. I’ve been working very hard and getting a lot of things done away from the financial markets. I’ve been very busy with some property work, some property deals here

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Are Bond Yields Headed for a Major Breakout?

May 4, 2018

[embedded content]Jordan Roy-Byrne: Hello again, everyone. Welcome back to the Atlas Investor podcast with Tiho Brkan. Thank you so much for tuning into this episode which is number 16. Tiho, my friend, how are you, and what will we be covering today?Tiho Brkan: I’m very well. Regards from Europe. Happy to be doing episode number 16 with you, Jordan. Today, we’ll be covering the most interesting of all asset classes. The classical joke that I always make when we talk about fixed income. Today we’ll be looking at government bonds and credit.Jordan Roy-Byrne: Tiho, let’s start with government bonds. I know you made that joke, but it’s very interesting to me and many others right now because if you look at Treasury yields, particularly the 10-year and the 30-year, we could, (and you said it

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12 Charts Covering Current Stock Market Indecision

April 25, 2018

[embedded content]Jordan Roy-Byrne: Well hello everyone. Welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much tuning in today for episode number 15. Tiho my friend, how are you doing and what are we going to cover today?Tiho Brkan: I’m very good. I hope you’re also very good Jordan. Today, we’ll be covering the stock market. We’ll be looking at the three major regions, as we always do. So United States stocks, international developed market stocks excluding North America, and emerging market stocks. And we’ll be covering the price action, volatility, the breadth, the sentiment, the credit spreads in correlation to the stock market, and many, many other things. And we’ll be trying to figure out what comes next after seesawing up and down throughout first quarter of

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Why You Should Consider Bali Real Estate & Booming Tourism

April 18, 2018

[embedded content]Jordan Roy-Byrne: Hello again everyone and welcome back to the Atlas Investor Podcast with Tiho Brkan. This is episode number 14. Well, it’s been a little while since we recorded our last podcast and the reason for that is we were going to record but then Tiho got a cold and was having trouble speaking. He had to rest his voice, then I got a cold immediately after that, and Tiho has been traveling like crazy in recent weeks, but we’re glad that we can finally make this happen and Tiho, so are you ready today? How are you doing? I know you’ve been traveling a lot, tell us what country we’re going to cover today, and where you are as we’re recording now.Tiho Brkan: Hello Jordan and hello everybody. Thank you for listening to the podcast. Yeah, I’m still nurturing a bit of

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What’s Next for Global Equities & REITs

March 22, 2018

[embedded content]Jordan: Hello again everyone, and welcome back to the Atlas Investor Podcast with Tiho Brkan. This is episode number 13 where I believe Tiho will be covering the stock market and a few other topics. Tiho, my friend, how are you, and how have the markets been treating you lately?Tiho Brkan: I’m very good. We made it to episode number 13, lucky 13. Markets have been treating me pretty well. We’ve had a correction in late January and early February and then we’ve had a rebound in the last few weeks, so the markets have been quite volatile. I guess a lot of the investors that are more active, such as myself, they do like a little bit more volatility and an active approach. So from that perspective, it hasn’t been as boring as the last few weeks or months. But generally

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Things You Need to Know About Singapore Before Investing

March 9, 2018

[embedded content]Jordan: Hello again everyone, and welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for joining us today for episode number 12.Tiho, my friend, it’s been a little while since we recorded our last podcast, and first I want to wish you a happy belated birthday. I know you were celebrating and taking some time off, some much earned and much needed time off. Tell us how that was, and which place you’ll be discussing today in episode 12. Tiho Brkan: Thank you so much for the nice wishes, Jordan. It’s good to be back. Yes, so I did a bit of a trip. I reside currently in Saigon, Vietnam, due to some economic and investment opportunities. It’s a country that’s booming and we’re going to cover it in the next few podcasts. We’re going to do an in-depth

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How To Handle This Weeks Mini Stock Market Crash

February 11, 2018

[embedded content]Jordan Roy-Byrn: Hello and welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for tuning in today for Episode Number 11. Well, Tiho it has been an interesting past couple of days for the market since we last recorded. Bond yields have surged higher and in recent days equities finally experienced a correction that you’ve been warning about for weeks.Tiho it’s great to talk to you again. What would you like to share with our listeners today?Tiho Brkan: Thank you for having me on. I think the podcast that we released in the middle of December titled Four Reasons Why Stocks Are Risky Right Now — the timing wasn’t too far off, but it would have been better if I said as much at the beginning of February, Jordan because it would have nailed it right at

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Here Is What You Can Expect From Bonds In 2018

February 6, 2018

[embedded content]Jordan: Hello again everyone, and welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for tuning in today for episode number 10. Tiho, my friend, it’s great to have you back for another episode. How are you today?Tiho Brkan: Thank Jordan, I’m very, very good. Thank you for having me back. We made it to episode number 10. That’s a little milestone, so that’s great. I also want to take this opportunity to wish you a happy birthday. I know for a fact that I’m outside of civilization once again, a western civilization that is. The timezone that I am in, happens to be your birthday, while the time zone that you’re in is officially not your birthday yet. Nevertheless, happy birthday my friend. I wish you all the best for 2018. What better present can

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Who Made Money Last Year — Analyzing 2017

January 24, 2018

[embedded content]Jordan Roy-Byrne: Hello and welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for tuning in today for episode number nine. Tiho, we’ve taken a little bit of break. We’re enjoying the new year, but we’re ready to get back at it today. How are you doing my friend?Tiho Brkan: Yes, I’m glad that we’re back. I’m very, very well. I’m really looking forward to doing a few of these podcasts in January and into February, starting with a summary of 2017. Even though many have done a recap of their own, I think ours will be worth following.Jordan Roy-Byrne: Okay, Tiho, so before we get into it, very quickly maybe just a big picture thought or two on 2017 and what you’re going to highlight today in this episode. Tiho Brkan: We’re going to talk

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What Is Making And Losing Money In The Current Market Rally?

January 14, 2018

Weekly Notes With Tiho — Issue 23Location: Saigon, VietnamGlobal equity markets from corner to corner are on a record-breaking and seemingly unstoppable run.The All Country World Index, also known by the ticker ACWI, closed up every single month in 2017. That had never happened before.Is This The Blow-Off Top?SPY has been hugging its 3-month moving average since the US election — with the largest sell-off since then being only 2.5%.Instead of finally correcting — which was my call in mid-December based on history and statistics — US equities have now started a vertical “blow off” rally.As I pen this, it has been 390 trading days since a 5% pullback in the S&P 500. That is one of the longest stretches without a 5% correction in history.I have posted these charts a handful of times over the

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The Best Way To Invest Money Into Germany

January 13, 2018

Jordan: Hello again everyone and welcome back to the Atlas Investor podcast with Tiho Brkan. Thank you so much for joining us today for episode number eight. Tiho, my friend, how are you doing today?Tiho Brkan: Jordan, I’m doing very, very well. Thank you for asking me that every single episode, but I’ve always forgotten to ask you back so this time I’m going to do that. How are you?Jordan: Oh, I’m great. Thank you so much for asking. I’ve been waiting, each podcast, each and every podcast, for you to ask me that. But anyway, Tiho, more importantly, tell us what you’re going to be covering today in this episode.Tiho Brkan: I’m on the final leg of my European tour as I was traveling through southern and eastern Europe, visiting Berlin, Germany. So we’ll discuss investing in Germany. We’ll

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Could Inflation Be The Investment Theme Of 2018?

January 8, 2018

Weekly Notes With Tiho — Issue 22Location: Saigon, VietnamObserving returns over the last half-decade, assets linked more closely towards deflationary trends have by and large outperformed.However, there are now some early signs that assets — which tend to benefit from global inflationary trends — might be poised for a strong run in the first half of 2018.Gold’s Strong ReversalGold endured a difficult autumn, as traders focused on the forthcoming December rate hike. However, immediately after the rate hike, Gold reversed the selling and began a sharp rally.Gold posted a classic outside monthly reversal at year-end, just as hedge funds started to aggressively cut their net longs. Gold also refused to fall below the 12-month moving average, what we here at The Atlas Investor call “the mean

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Stock Market Correction Is Imminent — Here is Why

December 18, 2017

Weekly Notes With Tiho — Issue 21Location: Saigon, VietnamThat is one strong bull in the headline picture above.Just like today’s stock market!Coming out January and February 2016 lows, the market has been on an unstoppable run.However, even the strongest of trends — like the roaring 1920s, the swinging 60s, and the tech 90s — can have meaningful corrections along the way.During the 1990s, in particular, S&P 500 suffer a minor -10% setbacks during the 1997 Asian Financial Crisis and a broader -20% correction during the Russian Bankruptcy in 1998.Here are some reasons why I believe a stock market correction is imminent.Being A Perma Bear, Does Not Pay!Majority of the market investors, having totally forgotten the valuations of US stocks, are focused on ever-rising prices.Their hope is that

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4 Reasons Stocks Are Risky Right Now

December 11, 2017

[embedded content]Jordan: Hello everyone, and welcome back to the Atlas Investor Podcast, with Tiho Brkan. Thank you so much for joining us today for episode 7. In this episode, we are going to deviate from our normal structure, because Tiho has a very important update for our listeners and his followers. Tiho is going to provide observations and analysis on the US equity market, and why this is a time to be very cautious. Okay, Tiho, so please give us an overview of what you’d like to cover in this episode.Tiho Brkan: Hello to you, Jordan, and hello to all the listeners, and readers — if you are following the transcript. Basically, it’s an important time to be cautious, in my opinion. The bull market has been very strong and there are overpriced assets left, right, and center, and

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Podcast Episode 6: France, Credit Markets

December 6, 2017

Jordan: Hello, again, everyone. Welcome back to The Atlas Investor Podcast with Tiho Brkan. Thank you so much for joining us today for Episode 6. Tiho, my friend, how are you doing today? Are you ready to record this episode?Tiho Brkan: Yes, I am, Jordan. I’m doing very well. Let’s get straight into it.Jordan: Now, tell us where you are today and what you will be covering in this episode? Tiho Brkan: I’m sending you very warm regards. Actually, in this context, very cold regards from Paris, France — one of the most beautiful, most romantic and most historical cities on the planet. In the global macro talk, I’ll be discussing credit markets, in particular, emerging market debt, high-yielding debt, and investment-grade corporate debt.Jordan: Okay, Tiho. You’re in France… Paris, France, I

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November Summary: US Stocks Outperforming

December 3, 2017

Weekly Notes With Tiho — Issue 20Location: Saigon, VietnamI think I chose an appropriate image cover for this months summary, considering that Europe is facing its coldest December in almost a decade.I am so glad I escaped the cold European months towards South East Asia, with today’s temperature at 32 degrees Celsius.In general, November has been an interesting month for investors — in particular for the US equity bulls. Credit spreads continue to remain narrow and the economy is still on a synchronized upswing. Federal Reserve is probably going to hike rates this month, all else being equal.As always, we will start our summary with the stock market and then move towards bond & credit. In future posts, I will also be adding real estate & other alternative asset section.Equity MarketsAll

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Discussing The New Record High For US Stocks

November 29, 2017

Weekly Notes With Tiho — Issue 19Location: Saigon, VietnamAfter traveling for over five months, and covering half of Eurozone — for both work and pleasure — I am back to blogging about financial markets.Finally…I visited United Kingdom, France, Germany, Switzerland, Serbia, Slovenia, Croatia, Montenegro, Bosnia, Bulgaria, Macedonia, Hungary, Slovakia and the Czech Republic — and while doing so, I managed to do a few investments, boots on the ground style.I also started the Atlas Investor Podcast, where I discuss economic and asset market trends of various countries.If you haven’t checked it out yet, I recommend you drop everything you’re doing right now (including the Bitcoin trade you were about to do at $10,500 per coin) and jump on iTunes and download a few episodes.Alternatively, you

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Podcast Episode 5: Czech Republic, Alternative Assets

November 26, 2017

Jordan: Hello, everyone. Welcome back to the Atlas Investor podcast with Tiho Brkan. Thank you so much for joining us today for episode five. Hey, buddy. How are you doing today? Are you ready for episode five?Tiho Brkan: I’m great.Jordan: It’s a pleasure to be with you again today to record this. And I wanted to ask. So where are you today, and what will you be covering in this episode five?Tiho Brkan: I’m in the Czech Republic, also known as Czechia, in the capital city of Prague. And we’ll be discussing real estate in Prague. We’ll be discussing the economy, the business opportunities within the country, the recent elections that happened on the weekend. And then we’ll be focusing on alternative assets in the global macro space, which I’m really really looking forward to, Jordan.Jordan:

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Podcast Episode 4: Hungary, US Treasury Bonds

November 22, 2017

Jordan: Well hello again everyone. Welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for joining us today for Episode 4. Tiho, my friend, how are you doing today?Tiho Brkan: I’m pretty good Jordan. A little bit tired from a lot of traveling through Europe, but also, enjoying myself. What about you?Jordan: Oh, I’m great. It’s morning here. I’m ready to rock-and-roll. I hope you are too. Tell me where you are today and what you will be covering.Tiho Brkan: Well, today I am in a beautiful city of Budapest. It’s actually called Buda and Pest on the famous Danube River, which runs through central Europe dividing the city. I’m in Hungary, so Budapest is the capital here. Hungary has almost 10 million people and it’s a very interesting place to discuss, including the

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Podcast Episode 3: Croatia, Global Currencies

November 17, 2017

Jordan: Welcome back to the Atlas Investor Podcast with Tiho Brkan. Thank you so much for joining us today. Tiho, before we get into episode three, we’ve had two episodes so far, and you’ve covered a lot. I’d like to ask you, what would you like the listeners to take away from the first two podcasts?Tiho Brkan: Thank you for having me on the third episode once again, Jordan. I’ve been enjoying this podcast, and I look forward to many more. Really great fun. To answer your question, episode one we covered US stocks, and episode number two, we covered foreign stocks, in particular, emerging markets.The theme that we discussed and pushed forward is, and what is important to take away, is that while still up trending with very strong momentum, US stocks are overpriced and most likely — and

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Podcast Episode 2: Montenegro, Emerging Markets

November 7, 2017

Jordan: Hello again everyone. Welcome back to episode two of The Atlas Investor podcast with Tiho Brkan. Thank you so much for joining us today. Tiho, my friend. Are you ready for episode two?Tiho Brkan: I sure am.Jordan: So Tiho, you are in Montenegro today. Tell us what city you are in and what else we’ll be discussing in episode two.Tiho Brkan: Well hello to all the listeners. Yes, I’m in a beautiful little country of Montenegro on the Adriatic coastline, adjacent to a neighboring Croatia, Bosnia, Serbia, Albania, and also, across the waterways, Italy. We’ll be discussing a lot about Montenegro real estate and then we’ll get into what I think it will be a very interesting discussion between me and you Jordan, which is foreign stocks, in particular, emerging market stocks.Jordan: Tell us

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Podcast Episode 1: Serbia, US Equities

October 23, 2017

Jordan: Tiho, my friend, I’m very excited to be hosting your podcast. Now before we begin with episode one, let’s give listeners a background of what they can expect from the podcast.
Tiho Brkan: Jordan, thank you for having me on the show. I really look forward to doing many of these podcasts with you in the future. What listeners can expect, I think is going to be a terrific 30 to 40 minutes. And the way that we’re going to do it, is first and foremost we’re going to do “Adventures on The Road”. Since I travel and visit anywhere between 15 to 20 countries a year for my work, on behalf of my clients, and for my own pleasure, we will be covering these countries in depth and in detail, including their economy. We’ll be looking at business opportunities, real

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What Should Investors Expect From Overpriced Stocks?

October 23, 2017

Jordan: Tiho, my friend, I’m very excited to be hosting your podcast. Now before we begin with episode one, let’s give listeners a background of what they can expect from the podcast.Tiho Brkan: Jordan, thank you for having me on the show. I really look forward to doing many of these podcasts with you in the future. What listeners can expect, I think is going to be a terrific 30 to 40 minutes. And the way that we’re going to do it, is first and foremost we’re going to do “Adventures on The Road”. Since I travel and visit anywhere between 15 to 20 countries a year for my work, on behalf of my clients, and for my own pleasure, we will be covering these countries in depth and in detail, including their economy. We’ll be looking at business opportunities, real estate markets, taxation, and

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This Is What Wall Street Is Buying Right Now

September 20, 2017

Weekly Notes With Tiho — Issue 18Location: Skopje, MacedoniaWarren Buffett once said that “Wall Street is the only place that people ride to in a Rolls Royce to get advice from those who take the subway.”I promise that this won’t be another negative article putting Wall Street into the spotlight for all the wrong things they do (and get away with).This blog is about investing and making money.Buffett’s quote, therefore, is great wisdom for independent thinkers and contrarian investors amongst us.Following Wall Street — or market consensus — rarely, if ever pays handsome dividends.How To Outperform The MarketIt’s no secret that I have done well investing over the last two years. This year alone, some of my clients with higher risk tolerance have managed to increase their capital by

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3 European Countries You Didn’t Invest In — But Should Have

September 11, 2017

Weekly Notes With Tiho — Issue 17Location: Belgrade, SerbiaWhat do Poland, Turkey, and Austria have in common?Firstly, depending on your high school teacher, all three countries are part of the greater European continent.Furthermore, all three countries experienced turbulent financial and/or political conditions over the last few years.Finally, all three are the best performing stock market indices year to date.And chances are, you probably didn’t own them in 2017.Poland is up a staggering 51% year to date.Turkey and Austria are a close second with 2017 returns of 45% and 42%, respectively.Before we discuss Poland, Turkey, and Austria in further detail, let us observe the year to date performance of global indices in the table below.Year To Date ReturnsWhat a terrific year 2017 has

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