A funny thing about bull markets is that investors develop a very short memory about the previous...
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Software Stocks: Navigating The SaaSpocalypse
The recent rotation from growth to value is well documented. While the return divergences between,...
Is China Really Dumping US Treasuries?
“China is dumping US Treasuries to get out of the dollar.” This claim has been...
Money: The 10 Immutable Laws Of Building Wealth
Money – everybody wants it, but few actually have it. As shown in recent financial...
Calm Market Waters Hide Fierce Undercurrents
The price movement in the broad S&P 500 index is relatively calm. Yet the market’s...
Market Sector Review: Extreme Market Bifurcation
Since the beginning of the year, we have discussed the “reflation trade” and its impact...
Financial Nihilism & The Trap Young Investors Are Walking Into
A funny thing about bull markets is that investors develop a very short memory about the previous...
The Value Rotation Illusion
“Value is back in vogue”, the media claim. Investors are rushing out of the high-flying...
Speculative Narrative Unwinds
For nearly two years, markets were driven by the same speculative narrative that “this time...
The Reflation Narrative
A funny thing about bull markets is that investors develop a very short memory about the previous...
Japan Is Normalizing: Risks To The Yen Carry Trade
“Japan Bond Meltdown Sends Yields to Record High on Fiscal Fears,” read a January 2026...
The Market Cycles Potentially Driving 2026 Returns
Market cycles are once again at the center of the investment narrative as we head into 2026. The...
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