Our NUMBER ONE Investment Idea for 2020

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


Exceptionally, you can subscribe to MECHELANY ADVISORS' full research service for US$ 499.- Subscribe for 6 Months and will extend it for a full year.

要查看或添加评论,请登录

Jacques Mechelany的更多文章

  • QUELS FUTURS POUR LE LIBAN ?

    QUELS FUTURS POUR LE LIBAN ?

    Le Liban traverse à nouveau une crise existentielle majeure de sa jeune histoire. Pour la seconde fois en 50 ans…

    4 条评论
  • THE BIG SHORT

    THE BIG SHORT

    In an article titled THE BIG SHORT published on January 23rd 2023, we warned investors that the cycle was turning for…

  • MONEY TALKS LOUDER THAN WORDS

    MONEY TALKS LOUDER THAN WORDS

    Dear Linkedin friends, In these troubled times, the financial markets are experimenting with unusual volatility and…

    1 条评论
  • APRIL FOOLS

    APRIL FOOLS

    The sharp rebound in equities of April 2020 will probably leave investors holding shares at these levels to feel like…

  • TOUT VA TRES BIEN ...

    TOUT VA TRES BIEN ...

    The world economy is going through its worst recession of the century..

  • SHORT THE FANGS

    SHORT THE FANGS

    Mechelany Advisors' WEEKLY MARKET REVIEW 19 Apr 2020 Mechelany Advisors' WEEKLY MARKET REVIEW of the world financial…

  • Where Does COVID-19 Come From ?

    Where Does COVID-19 Come From ?

    Back in the 1990s, for a fundraising exercise, we took a special interest in what was then a true scientific…

  • Assessing the economic impact of COVID-19

    Assessing the economic impact of COVID-19

    As we are now mid-April and economic data for the first quarter of 2010 are being published, we felt it was appropriate…

  • THE END OF COVID-19

    THE END OF COVID-19

    The end of COVID-19 is near ! But what is COVID-19 ? How did it appear ? Where does it come from ? In this in-depth…

  • DEPRESSION

    DEPRESSION

    Mechelany Advisors WEEKLY MARKET REVIEW. 5 April 2020 63 pages of analysis and more than 80 charts covering the world's…

    1 条评论

社区洞察

其他会员也浏览了