Insights

Keep Tensions High and Money Moving
Here we are, at one of those spots in each calendar year when everything starts to slow down. Volumes start...
It’s Better Out There Than They’re Telling You
US market data is generally positive and jobs are solid. In fact, jobless claims are severely depressed. And the flip...
Investors: It’s Just a Question of Time
There’s a change afoot. We’re replicating the 1980s and 1990s in terms of what looks set to unfold in the...
Investors Swinging at Fever Pitches
Finally, the markets cracked. That cookie had to crumble at some point, eh? So after a direct media attack, and...
The Market’s Millennial DNA
Ok, so the corporate earnings season is just about done, and it was pretty solid; even when allowing for how...
The Bear That’s Been and Gone
In a continuation of the trend of recent years, the actual GDP reporting process arrived at a smaller number than...
The Checkers in this Market Chess Game
Trump and the media seem to be getting very good at jumping from one problem to the next, with scant...
Investors: What’s Overlooked is Undervalued
The corporate earnings season has begun stronger than expected. But let's be realistic; it’s an easy comparison to a year...
On The Wrong End of Market Sentiment
"Same old fear and same old crimes, we haven't changed since ancient times." Iron Hand, Dire Straits It’s no secret...
Group-Think Is Not An Asset Class
Last week ended much like most weeks do these days; with the crowd being pushed along to worry about something....
Market Sentiment Votes with its Wallet
Despite Q4 earnings data feeling like it just finished flowing in, here we are staring into the teeth of the...