News and Analysis

Summary The long investment legacy of covid Three years after first covid death and investors have moved to other worries. But we continue to live with its consequences. China...

CONCERN: Electric vehicle (EV) stocks have been under pressure. By triple-impact of demand concern, production/supply chain issues, and normalizing valuations. This is starting to...

EARNINGS: Fed interest rate hikes will start catching up with both the economy and company earnings in 2023. This will flip the script on last year’s resilient earnings and...

DRIVER: An easing inflation and interest rate shock is most important of the three catalysts we see for 2023. Ahead of China going-for-growth and a less-bad tech view. US...

Value investing is a powerful investment strategy first developed by Benjamin Graham and David Dodd in the 1930s. With this strategy, investors aim to buy stocks that they believe...

NEW YEAR: IT, Communications and the tech-heavy Consumer Discretionary sectors dominate markets. ‘Tech’ represents 43% US equities, and 28% overseas. They performed terribly last...

Summary Our sector and style rotation roadmap Market stress gave plenty of opportunity among equity sectors and investment styles last year. The performance gap between best and...

Polygon, ApeCoin, and Sandbox make double-digit gains Solana is the star of the crypto market this week, making a powerful 60% rebound after it was almost left for dead following...

SURPRISE: Japan is a global top 3 economy, stock market, and most traded currency. It has traditionally been out-of-mind for many. But it provided this year’ Christmas ‘surprise’,...

CAUTION: Physical commodities have been the best performing asset class in each of the past two years, measured by the broad Bloomberg commodity Index. And seems a 2023 consensus...