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Global Twenty-Five Stock Portfolio: Jan 2026
The year opened with a great positive result. The model was up 4.76% and the FTSE Global All Cap 3.11% for a 1.65% alpha. Our positions in defense and…
Feb 15
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The Savvy Yabby Report
2
International Twenty Stock Portfolio: Jan 2026
The Savvy Yabby Report distributes our institutional grade model portfolios to paying subscribers on a monthly basis.
Feb 14
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The Savvy Yabby Report
1
USA Twenty Stock Portfolio: Jan 2026
The year opened with a great positive result. The model was up 5.09% and the S&P500 1.77% for a 3.32% alpha. Our underweight in technology helped…
Feb 14
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The Savvy Yabby Report
1
BFM 89.9 Podcast with Kingsley Jones
I have been podcasting with BFM Radio Malaysia on their Market Watch segment every second Monday since 2012, with 221 episodes to date. Here I share…
Feb 11
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The Savvy Yabby Report
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Australian Twenty Stock Portfolio: Jan-2026
We provide a performance report on the Australian Twenty Stock model portfolio.
Feb 10
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The Savvy Yabby Report
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Spheres of Influence and the Balance of Power
The so-called Donroe Doctrine marks a retreat of the USA to the Western Hemisphere. The landslide victory of Sanae Takaichi and the LDP in Japan, marks…
Feb 9
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The Savvy Yabby Report
4
Hegel and Thematic Investing
Yesterday I had the temerity to suggest that I know how the USA vs. China story ends. This level of chutzpah seems absurd until you understand the…
Feb 5
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The Savvy Yabby Report
6
The Market Schwerpunkt (Gold vs. Bonds)
The geopolitical contest between the USA and China is taking on the complexion of open economic warfare. We do not think the USA will win. Here we…
Feb 5
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The Savvy Yabby Report
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Precious Metals Monitor
Following our piece on the use of Volume Profile Analysis, we do a quick run through the setup in key precious metals futures markets.
Feb 3
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The Savvy Yabby Report
4
Steidlmayer Market Profile for Silver Futures
The violent price action in the silver futures market on Friday highlights the extent of leverage in this market run up. The Steidlmayer Market Profile…
Feb 2
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The Savvy Yabby Report
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January 2026
Global Model Portfolios
To complete our Model Portfolio lineup, we update the International 20 Stock Model and the Global 25 Stock Model to complement the Australian and US 20…
Jan 30
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The Savvy Yabby Report
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Australian Twenty Stock Portfolio
This year our paid service offering expands to include full model portfolios updated on a monthly basis. These are all run on the Jevons Global…
Jan 7
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The Savvy Yabby Report
5
2
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