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Financial Ramblings

Nathan Kowalski
BUSINESS COLUMNIST
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Nathan Kowalski is the chief financial officer of Bermuda-based investment firm Anchor Investment Management Ltd. He holds Chartered Accountant, Chartered Financial Analyst and Chartered Investment Manager designations. He is currently the president of the Chartered Financial Analyst Society of Bermuda board. Mr Kowalski started his career with KPMG, where he provided assurance, tax and financial advisory services for some of the largest corporations in Canada. He then worked for Deloitte & Touche Corporate Finance Inc, where he specialised in providing advice on mergers and acquisitions, valuations for corporate clients and private-equity firms, entrepreneurs and governments.

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  • Five lessons from the Great Financial Crisis
    Sep 17, 2018 8:00 am

    Five lessons from the Great Financial Crisis

    It may be hard to fathom and remember but ten years ago, the world was falling apart. Stock markets were beginning a dramatic free-fall, people were afraid banks would close and the entire financial system was being questioned. Now after a decade...

  • Generational shift is starting to show
    Jul 23, 2018 8:00 am

    Generational shift is starting to show

    Populism is reverberating throughout the world. It manifests via polarised political outcomes; trade skirmishes or immigration backlash and it affects nearly all regions. In fact, demographically we are likely entering a period of heightened...

  • Mutterings on China
    Jun 5, 2018 8:00 am

    Mutterings on China

    I just got back from a recent jaunt in China. It was my first time to “mainland” China and what follows are some of my thoughts brought about from my experiences there. It is worth noting that this was only a two-week trip through a small part of...

  • Investment perspective on Facebook fiasco
    Apr 16, 2018 8:00 am

    Investment perspective on Facebook fiasco

    Facebook woes have recently been front page news. The data breach saga has been narrated ad nauseam so we won’t bore you with the details but we will discuss some investment merits of dominant internet stocks and other general thoughts. Many may...

  • Reality of tariffs and trade
    Mar 12, 2018 8:00 am

    Reality of tariffs and trade

    Donald Trump announced tariffs on steel and aluminium last week. Although the US president feels “trade wars are good, and easy to win” I would suggest they are neither good nor easy.

    Although small targeted tariffs may be insignificant in...

  • Warren’s words of wisdom
    Mar 5, 2018 8:00 am

    Warren’s words of wisdom

    The Berkshire Hathaway’s annual shareholder letter has always been a special event for this writer as I continue to be a devout follower of Warren Buffett. Warren is not shy to admit his mistakes, offer timeless wisdom on investing and remind us...

  • Inflation: one of the biggest risks
    Feb 5, 2018 8:00 am

    Inflation: one of the biggest risks

    If you have been following the markets over the past five years inflation has not really been on your radar. In fact the spectre of inflation has been continually elusive — until now.

    The common diatribe has been that the Fed’s interest...

  • The pre-Budget on first principles
    Jan 29, 2018 8:00 am

    The pre-Budget on first principles

    Nathan Kowalski, Financial Ramblings from the Rock

    What follows are my thoughts on the 2018/19 pre-Budget report policy options recently released by the Government, considering a set of first principles. Let’s assume our goals or principles...

  • The ABCs of crazy
    Jan 22, 2018 8:00 am

    The ABCs of crazy

    Market commentary and discussion sometimes revolves around a group of stocks or asset class that have performed well and offer exciting stories. Lately this group known as the Fang stocks (Facebook, Amazon, Netflix and Google) has captured...

  • Twelve surprises for 2018
    Jan 16, 2018 8:00 am

    Twelve surprises for 2018

    “In science and similar disciplines, knowledge is generally cumulative, building on a foundation of laws and relationships. In the financial world, knowledge is adaptive, in the sense that the views and actions of each participant — a...

  • How did 2017’s predicted surprises turn out?
    Jan 8, 2018 8:00 am

    How did 2017’s predicted surprises turn out?

    “The bottom line remains: forecasts and predictions are exercises in marketing. Outrageous and wrong forecasts are typically forgotten, and when one randomly happens to come true, the guru is lauded as the next Nostradamus” — Barry Ritholtz,...

  • Now for some good news – Bermuda’s debt?
    Dec 22, 2017 8:00 am

    Now for some good news – Bermuda’s debt?

    “It was out of control — it was going up more than $200 million a year….you can get to a tipping point — and once you get past that, it’s virtually non-stop down to Third-World status.” — Bob Richards, Bermuda’s...

  • Crypto fever and blockchain implications
    Nov 27, 2017 8:00 am

    Crypto fever and blockchain implications

    “I think whatever Jamie (Dimon) does or doesn’t do will be as relevant as what the postmaster general did or didn’t do about e-mail.” — Wences Casares in Nathaniel Popper’s book Digital Gold

    “We...

  • Stocks are high, so when should you sell?
    Nov 6, 2017 8:00 am

    Stocks are high, so when should you sell?

    It is almost assured that at this point, given the strong equity market returns seen over the last few years, many investors will undoubtedly have a series of internal debates over when to sell.

    It would seem it is almost unarguable to...

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