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Finance and Thoughts by Ivan Struk

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Tag: wall street

Rebalancing For Opportunity Cost: Contrarian ETF Strategies

by Ivan Struk on March 17, 2019November 21, 2019

Summary Risk premiums are improving in emerging markets while assets trade at bargain prices. Globalisation is pushing financial infrastructure development and creating more investable equity opportunities across emerging markets, resulting in more IPOs across the…

Contrarian Investors Eye FAANG’s Netflix

by Ivan Struk on June 17, 2018November 21, 2019

When it comes to investing in capital markets institutional and retail (individual) investors usually have contrasting opinions.  Institutional investors claim superiority in “beating the markets” by talking about their models, investment theses backed by complex…

The Viability of Gene-Therapy Investing

by Ivan Struk on May 27, 2018November 21, 2019

The pharmaceutical industry in some ways can be seen as rather cyclical. New diseases are discovered, new cures are discovered, the cures are patented, the drugs are sold, the profits go up, the patents expire,…

Visa ($V) or Mastercard ($MA) ?

by Ivan Struk on May 18, 2018November 21, 2019

Sure, there’s nothing like a crisp $ 100 bill, but at the end of the day it has to all go digital. The last couple of years have prompted lot’s of discussion about cryptocurrency used…

Emerging Markets Private Equity and Venture Capital

by Ivan Struk on May 4, 2018November 21, 2019

When developed markets become over-saturated many institutional investors turn their attention towards emerging markets. International exchanges host a myriad of companies that may seem completely alien to most investors, however the bulk of the regional business…

Russian Stocks Amid Sanctions – Should Investors Turn to Yandex?

by Ivan Struk on April 17, 2018November 21, 2019

Overview The Moscow Stock Exchange (MOEX) has historically shown a propensity to fluctuate heavily while under pressure. Whether sanctions, inflation, or politics is concerned – the exchange and its traded assets tend to be very…

Tesla – Bears Could Cover at the Bottom

by Ivan Struk on March 28, 2018November 21, 2019

Tesla has a been a hot topic company over the last couple of years, praised for bringing revolutionary change to the automotive sector with their sleek cars, sexy marketing, and glorified CEO – Elon Musk….

EMH Observations in Emerging Markets

by Ivan Struk on March 16, 2018November 21, 2019

This blog has already explored the fact that many potential investors in emerging economies are impeded by a lack of resources and investment vehicles that can help them realize their speculative pursuits. However, upon further…

Amazon Inc ($AMZN) – Potential Growth Play of the Year

by Ivan Struk on March 1, 2018November 21, 2019

It’s difficult to have had a conversation about consumer growth stocks in 2017 without having heard mentioned the success of Amazon. The company’s growth was still not stifled in 2018, amidst turbulent February markets, the…

VIX Market Trading

Market Correction Across US Stocks – A Review

by Ivan Struk on February 14, 2018November 21, 2019

With worries over higher interest rates, concerns of a rising inflation and a new Fed chair – the US stock market has had a very troublesome February. The Dow Jones Industrial average fell a total…

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  • Pre-Market Trading Activity Observations | Seeking Alpha November 27, 2019
  • Rebalancing For Opportunity Cost: Contrarian ETF Strategies March 17, 2019
  • Research Group Updates November 5, 2018

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