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Weekend Review and Watchlist

Another market pullback over, another vicious V-shaped reversal in place, returning us to all time highs. This one clocked in at -7.4% on a closing basis. I have no doubt the next batch of top-callers...

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Weekend Review and Watchlist

It’s incredible that the most recent correction already seems like a distant memory with the S&P tacking on a further 0.7% this week, an impressive follow through to the previous week’s 2.7%...

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Weekend Review and Watchlist

I spent the last week in the UK on vacation and there’s nothing like a bit of distance from markets both physically and emotionally to help give you some much needed perspective. Each week in these...

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Weekend Review and Watchlist

In recent weeks I’ve touched on the theme of continued strength in global markets relative to the US, notably Germany, China, and Japan, and although they all made further impressive gains, it wasn’t...

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