In For The Long Haul
By The Bedokian Portfolio  •  September 23, 2023
The United States (U.S.) Federal Reserve had signalled a few days ago that there would be one more interest rate hike before the year ends, and that the rates would be held steady for a longer time. The latter point above would have severe downstream repercussions for the markets and economies. Optimistic predictions and estimates of a drop in interest rates in at least the first half of 2024 had evaporated, and with such high numbers, leverage itself had turned to the other edge of the sword and cut into companies and organisations so used to having cheap loans. This meant companies and real estate investment trusts (REITs) with high gearing, lower fixed rate loans, shorter debt maturity profiles and/or poor cash flow would be in for a ride in trying to navigate these high-rates waters. This is why in your fundamental analysis, it is important to select healthy companies and REITs for your portfolio....
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By The Bedokian Portfolio
My first encounter with the financial markets started in the aftermath of the 2008/2009 Global Financial Crisis. Before this, I had no notion of what investment and trading were, although I had learned about economics, business management and accounting back in my university studies. I was a trader when I first started, albeit an amateurish one, and trading was just a side hobby of mine ...

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