The Savvy Yabby Report

The Savvy Yabby Report

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The Global Themescape: Sol
Confidence is the Elixir of Successful Business. Without it the economy does not amount to a hill of beans. These are tough times to remain confident.
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The Savvy Yabby Report
Global Themescape: Jupiter
Some businesses serve our need to avoid bad outcomes. While not pessimistic by nature, humans will buy services to offset a rainy day. Insurance and…
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The Savvy Yabby Report
4
Global Themescape: Mars
The overarching thematic of this investment landscape is conflict. We are in the early stages of a US-led global trade war, so it is key to stay sharp…
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The Savvy Yabby Report
2
The Global Investment Themescape
Thematic investing is an often-ill-defined area of the market that is generally associated with "hot fund" launches. I use the idea to guide research.
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The Savvy Yabby Report
2
The gift of a Bear rally
President Trump has underscored his mercurial nature with a "pause" on the tariff War on Everybody, with the exception of China. I will be a seller of…
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The Savvy Yabby Report
Navigating Bear markets
Bear market conditions are far and away the most challenging markets for every investor, whether experienced, or not. Markets move fast. Here are tips…
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The Savvy Yabby Report
What is the actual plan?
There has been so much thunder and lightning from President Trump that it can be difficult to discern any plan in the barrage of tweets and Executive…
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The Savvy Yabby Report

March 2025

Revision of "Best Idea": Exit Walmart
The world has changed a lot since I penned my Walmart best idea from a hospital bed. This note serves to warn of the new risks, which are obvious, and…
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The Savvy Yabby Report
Introducing the 'Causeway Bay Eight' of Hong Kong Listed C-Tech Names
The world does not turn on American technology alone. Nor will it spin off its axis if China should develop cost-effective useful technology. It is time…
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The Savvy Yabby Report
6
Gap in traffic
A major change in the primary trend of a stock market is difficult to navigate. Here we advise on moving by stages and choosing to move when you see a…
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The Savvy Yabby Report

February 2025

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