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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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Banks
It was carnage last week. Of course, SVB is no Lehman Brothers, but nonetheless the S&P 500 regional banks index lost 18%, in its worst...
Mar 13, 20231 min read
Banks
It was carnage last week. Of course, SVB is no Lehman Brothers, but nonetheless the S&P 500 regional banks index lost 18%, in its worst...
Mar 13, 20231 min read
Confusion
Things continue to look strange. The S&P500 is stuck around 4000, still some 20% from last year’s top. Meanwhile in Europe, we are near...
Mar 6, 20231 min read
Confusion
Things continue to look strange. The S&P500 is stuck around 4000, still some 20% from last year’s top. Meanwhile in Europe, we are near...
Mar 6, 20231 min read
Cryptos, Revisited
One thing is certain, no one cares about cryptocurrencies anymore. After rising into the stratosphere as part of the everything-rally...
Feb 20, 20231 min read
Cryptos, Revisited
One thing is certain, no one cares about cryptocurrencies anymore. After rising into the stratosphere as part of the everything-rally...
Feb 20, 20231 min read
Fallen
Another tech giant took it on the chin last week and not just any bellwether of old, but the mighty Google. Down 38% from its highs, it...
Feb 13, 20232 min read
Fallen
Another tech giant took it on the chin last week and not just any bellwether of old, but the mighty Google. Down 38% from its highs, it...
Feb 13, 20232 min read
After Pivot
The Fed did what they had to do. The market had other ideas, and the two-year yield on Treasuries is now fifty basis points lower than...
Feb 6, 20231 min read
After Pivot
The Fed did what they had to do. The market had other ideas, and the two-year yield on Treasuries is now fifty basis points lower than...
Feb 6, 20231 min read
Is Tech Back?
Tesla is now up 71% from its January lows, but still down 56% from the highs the year before. That’s when you tend to lose people who...
Jan 30, 20231 min read
Is Tech Back?
Tesla is now up 71% from its January lows, but still down 56% from the highs the year before. That’s when you tend to lose people who...
Jan 30, 20231 min read
Sur(prise)
It was a glorious year. The Nasdaq was up 86% and everyone made money. We were a bit worried about what would happen when the VHS...
Jan 23, 20231 min read
Sur(prise)
It was a glorious year. The Nasdaq was up 86% and everyone made money. We were a bit worried about what would happen when the VHS...
Jan 23, 20231 min read
Rally
It has been a very strange start to the year. Here in the UK, there is a strike of some sort on every day, it has rained non-stop and...
Jan 16, 20231 min read
Rally
It has been a very strange start to the year. Here in the UK, there is a strike of some sort on every day, it has rained non-stop and...
Jan 16, 20231 min read
Bubbles
One by one, the covid induced tidal waves of excesses have been swept away. Down is the NASDAQ by some 35%, crashed have all the...
Jan 9, 20231 min read
Bubbles
One by one, the covid induced tidal waves of excesses have been swept away. Down is the NASDAQ by some 35%, crashed have all the...
Jan 9, 20231 min read
Five Fearless Predictions
Last year, the medium forecast for the S&P500 was 4900. Not one amongst the strategists of the leading global financial institutions had...
Jan 3, 20232 min read
Five Fearless Predictions
Last year, the medium forecast for the S&P500 was 4900. Not one amongst the strategists of the leading global financial institutions had...
Jan 3, 20232 min read
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