Our NUMBER ONE Investment Idea for 2020
Mechelany Advisors’ Investment Ideas are available to our MEMBERSHIP Subscribers. We provide individual Investment ideas based on our multi-layered screening and valuation process combining structural, top-down macro, sectoral analysis, bottom-up stock selection and valuation analysis. Our Investment Ideas may be included in our Model Portfolio while some may not be included if they do not fit the global risk profile and asset allocation chosen at the time of selection.
The world economy is going through the WORST DEPRESSION since 1945, with a massive deflationary shock and no one knows exactly what the consequences will be…
The world’s Central Banks and Governments are enacting the BIGGEST MONETARY AND FISCAL STIMULUS EVER, growing their balance sheets and public deficits and debt like never before …
Equity Markets are trading at the HIGHEST LEVELS AND VALUATIONS EVER with a lot of volatility, no earnings visibility, and high hopes for a V-shaped recovery…
In such an uncertain environment, determining what Mechelany Advisors’ NUMBER ONE recommendation for the year should be is not an easy task…
NEVERTHELESS, OUR EXHAUSTIVE ANALYTICAL PROCESS FILTERING DOWN from STRUCTURAL to MACROECONOMIC to ASSET CLASSES and then SECTORS and INSTRUMENTS enables us today to put our heads on the block and publish
Our NUMBER ONE Investment Idea for 2020
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