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Kaloyan_Bernoulli

Kaloyan_Bernoulli

Best sectors to outperform the market in 2021

With the ever-rising share of passive investors on the market, we’ve seen a clear trend. The correlation between individual stocks has…

6 min readNov 26, 2020

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Best sectors to outperform the market in 2021

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Kaloyan_Bernoulli

Can technology stocks continue to outperform the market?

In the past decade, there has been one sector that has clearly outperformed the market — technology. Much of that record-breaking…

5 min readOct 26, 2020

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Can technology stocks continue to outperform the market?

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Kaloyan_Bernoulli

The hidden drivers behind the market recovery

So far 2020 has been an interesting year to be an active participant in the stock market. We’ve witnessed the quickest, most turbulent…

6 min readSep 27, 2020

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The hidden drivers behind the market recovery

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Kaloyan_Bernoulli

Can the challenger banks survive the recession?

It’s not a secret that the financial sector tends to perform exceptionally bad during the times of recession, and this time isn’t any…

5 min readAug 25, 2020

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Can the challenger banks survive the recession?

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Kaloyan_Bernoulli

Why has real estate underperformed the broader market?

We’ve seen some turbulent times during the first half of 2020. With the S&P 500 dropping more than 30% and now returning to positive for…

4 min readJul 28, 2020

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Why has real estate underperformed the broader market?

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Kaloyan_Bernoulli

European real estate in a post-COVID environment

The past few months have been really difficult for the EU27, and with the current fears around new cases, the European economic forecast…

5 min readJun 24, 2020

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European real estate in a post-COVID environment

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Kaloyan_Bernoulli

Is the US mortgage market due for a rebound?

Over the past 2 months, we’ve seen a dramatic rebound in almost every sector, despite the releases of gloomy economic data. One sector has…

4 min readMay 25, 2020

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Is the US mortgage market due for a rebound?

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Kaloyan_Bernoulli

Who stands to benefit from the oil crisis?

With the most recent developments in the capital markets, a lot of attention has been drawn onto the Crude oil futures. On the 20th of…

3 min readApr 28, 2020

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Who stands to benefit from the oil crisis?

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Kaloyan_Bernoulli

Is the US commercial real estate market collapsing again?

Today the Vanguard US Real estate index fund $VNQ hit $60. The last time we were at this level was in September 2008, right at the…

4 min readMar 25, 2020

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Is the US commercial real estate market collapsing again?

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Kaloyan_Bernoulli

Kaloyan_Bernoulli

I’m an asset manager focused on long term investing. My investment strategy is to buy assets with a discount to NPV and a high dividend yield.

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