Insights
When the Consensus Contradicts Common Sense
Often in all the noise, we can lose sight of how much better things get over time. This is surely...
There’s Always a Bubble
Here’s a few things to consider: Consumers and companies adapt. That means even if the "tariffs" lasted for years there...
The Death of Slow
It appears Armageddon did not arrive with August as so many had predicted. Even the tail-end of the Q2 earnings...
Mind Games
Backward glances often reveal that old news is never real. The better part of the first half of this year...
Not Quite Shaking in Our Boots
“Fear is the path to the dark side. Fear leads to anger. Anger leads to hate. Hate leads to suffering.”...
Winning the Trade Range Game
“Train yourself to let go of everything you fear to lose.” – Yoda Have you ever experienced that feeling when...
Fear is the New Black
China, Tariff Wars, Hong Kong, Brexit, inversion, negative rates, the ‘summer swoons’, black boxes, high frequency trading, low volumes, earnings...
Four Keys to Surviving the Summer Market
Consider the following four points as we head into the thickest part of the summer market haze: As volume falls...
From 900 to 27,000
Not much surprises me anymore. So, here’s the deal: There will always be ugly periods in markets, scary times, crappy...
No Longer ‘Made in China’?
Remember the “good old days” when everything was made in China? Labour was cheap; we’d send a bunch of stuff...
Why There’s Never Any ‘Good’ News
Ah, the first week of August…and the start of the very haziest month of the financial market’s summer. Yesterday the...