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INSIGHTS
We look at everything, so you don’t have to. We keep you updated on anything that we feel is important, provide insights on all that is relevant, and seek to educate on the things that matter.
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Running Bulls
To put it into technical terms: the markets went a bit nuts last week. The S&P broke 4500, 10-year Treasury yields are safely back below...
Jul 17, 20231 min read
Running Bulls
To put it into technical terms: the markets went a bit nuts last week. The S&P broke 4500, 10-year Treasury yields are safely back below...
Jul 17, 20231 min read
Property
“No one beats Vitus Gerulaitis 17 times in a row,” said the Lithuanian Lion after finally defeating Jimmy Connors at the 1980 Masters and...
Jul 10, 20232 min read
Property
“No one beats Vitus Gerulaitis 17 times in a row,” said the Lithuanian Lion after finally defeating Jimmy Connors at the 1980 Masters and...
Jul 10, 20232 min read
Red Dragon
I remember when a chicken restaurant franchise went public. The analysts pushing the stock told us not to worry about the somewhat lofty...
Jul 3, 20231 min read
Red Dragon
I remember when a chicken restaurant franchise went public. The analysts pushing the stock told us not to worry about the somewhat lofty...
Jul 3, 20231 min read
Circle of Life
Maybe it’s a cultural thing, but for some reason mortgages in the UK tend to be fixed for much shorter terms than in the US or the...
Jun 26, 20231 min read
Circle of Life
Maybe it’s a cultural thing, but for some reason mortgages in the UK tend to be fixed for much shorter terms than in the US or the...
Jun 26, 20231 min read
Hope, Revisited, Again
It would seem we made the bottom in the S&P 500 sometime in October last year. Back then, we were worried about inflation, earnings, the...
Jun 19, 20231 min read
Hope, Revisited, Again
It would seem we made the bottom in the S&P 500 sometime in October last year. Back then, we were worried about inflation, earnings, the...
Jun 19, 20231 min read
Yields
Short term interest rates have been a one way bet for more than a year now. The folks in the bond markets may have some ideas about when...
May 30, 20231 min read
Yields
Short term interest rates have been a one way bet for more than a year now. The folks in the bond markets may have some ideas about when...
May 30, 20231 min read
Mega-Caps
Believe it or not the FAANG index, you know the one with most of our favourite super-sized technology stocks, is up 50% year to date. The...
May 22, 20232 min read
Mega-Caps
Believe it or not the FAANG index, you know the one with most of our favourite super-sized technology stocks, is up 50% year to date. The...
May 22, 20232 min read
Fringes
Equity markets have been quiet since the end of March, trading in tight ranges of less than three percent across most indices. That is...
May 15, 20231 min read
Fringes
Equity markets have been quiet since the end of March, trading in tight ranges of less than three percent across most indices. That is...
May 15, 20231 min read
Darling Buds of May, Revisited
After the euphoric market performance of 2021, followed the rather depressing 2022, but believe it or not 2023 has been a great year thus...
May 2, 20231 min read
Darling Buds of May, Revisited
After the euphoric market performance of 2021, followed the rather depressing 2022, but believe it or not 2023 has been a great year thus...
May 2, 20231 min read
Get Real
I remember talking to a macro trader in 2011. He advised me to pile into real assets, because you know, the world was ending. Since...
Apr 3, 20231 min read
Get Real
I remember talking to a macro trader in 2011. He advised me to pile into real assets, because you know, the world was ending. Since...
Apr 3, 20231 min read
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