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Stocks: What Are We Missing?

Stocks: What Are We Missing?

Plus: something that blew my mind this week … Stocks have been running strong for a while; this structural bull market started in 2009. Interspersed by shorter bear markets in between (2018, 2022) – all of which subsequently recovered with fresh new highs....
Global Tensions: Why Aren’t Markets Selling Off?

Global Tensions: Why Aren’t Markets Selling Off?

Why So Calm? This week saw an escalation of tensions in the Middle East, with Iran getting directly involved. The world hasn’t looked this dangerous for a while.  And let’s not forget the ongoing conflict in Ukraine. So why aren’t stocks declining ?...
How do Stocks Perform After Rates Start Falling?

How do Stocks Perform After Rates Start Falling?

Rate Cuts and Stocks … Yesterday was a historic day in the investment world. Jerome Powell, head of the US central bank, announced: “The time has come” … a moment investors around the world had waited a long time for. This was a clear signal...