February 2022.
Investor Strategy.
This month we are looking at the global markets and economy with an eye on some long-terms trends that may be on the verge of reversing. Whether equities, interest rates, economic trends or political leanings, we analyze whether or not we are witnessing some Titanic-like shifts that will certainly require some re-positioning and rebalancing of our portfolios.
Investor Strategy
Navigating the fog
August 6, 2024. Investor Strategy. Though markets wobbled at the start of the month, risk appetite and optimism came back. The path ahead remains uncertain;…
Investor Strategy
Don’t go down
September 3, 2024. Investor Strategy. Despite a rough start, the S&P 500 secured its 4th winning month. Volatility is high, but resilience is higher.
Investor Strategy
No summer doldrums
August 7, 2024. Investor Strategy. EXTRA! EXTRA! Special edition on the carry trade. Sometimes, you are driving along nicely, and suddenly, your car is jolted…