Elie Abou-Chacra - Memo from Elie Abou-Chacra

The Banks

March 20, 2023 |Elie-Chakib Abou-Chacra

“Banking is a very good business if you don’t do anything dumb.” Warren Buffett Human memory is fascinating. Who hasn't forgotten an important appointment or even a birthday of a loved one? On the other hand, painful memories are engraved forever in our...

Looking back at 2022

February 06, 2023 |Elie-Chakib Abou-Chacra

Last year was marked by the return of old problems that most people thought were a thing of the past. A little history Since the end of the 1990s, central banks have become accustomed to responding to many problems by lowering interest rates and injecting...

Weather Forecast

April 06, 2022 |Elie-Chakib Abou-Chacra

During the RRSP and TFSA contribution period, a friend of mine asked me where to invest the money he contributed. After giving him my usual recommendation, which has been the same for 2 years, I just had to ask him how come he hasn't invested in that...

When the tide goes out

February 10, 2022 |Elie-Chakib Abou-Chacra

The financial markets are a reflection of investor psychology, rarely rational and often extreme. The two main feelings, frenzy and panic, are clearly visibleon an analyst's screen like tidal movements. Whether it's hot or bad news, the result can be...

Choosing your playground

November 01, 2021 |Elie-Chakib Abou-Chacra

A question that comes up quite often in my meetings is how can you beat the market and other asset managers? While Anthony and I don’t intend to reveal all our secrets, I do wish to share one of our tactics with you. Most managers today believe that US...

Investir consciemment

February 09, 2021 |Elie-Chakib Abou-Chacra

Durant le congé des fêtes, j’ai eu l’occasion de rattraper mon retard dans mes lectures. Cette fois-ci, je me suis arrêté à une recommandation de l’auteur Nassim Nicholas Taleb. Lorsque votre auteur préféré vous mentionne un bon livre, c’est souvent un...

Growth or Value?

December 11, 2020 |Elie-Chakib Abou-Chacra

Let's start the December edition with a little quiz. Take a look at the two companies below and pick which one will be better off… Company A The company will be profitable for the next 15 years. Its sales will grow by 40% annually and will pay a dividend...

The man and the apple

September 30, 2020 |Elie-Chakib Abou-Chacra

Let’s analyze the transactions in the portfolio of a famous mathematician and physics genius. He allegedly bought a company in March for $200 and sold it in June for $600, thinking the price was unwarranted. So far so good. However, seeing that the stock...

Now everything's fine?

May 08, 2020 |Elie-Chakib Abou-Chacra

30 April 2020 I have the conviction that financial markets are ruled by the same laws that dominate the physical world. One law which I particularly appreciate is the one regarding Cycles. Like the seasons or tides, cycles also dominate the financial...

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Memo from Elie Abou-Chacra

The Banks

Looking back at 2022

Weather Forecast

When the tide goes out

Choosing your playground

Investir consciemment

Growth or Value?

The man and the apple

Now everything's fine?

Subscribe to Elie's memo

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