The party will end, it always does
February 18, 2020The equity markets across the globe have shrugged off the coronavirus fears due to massive intervention from the central banks.…
Read MoreWe see trouble ahead for high yield bonds
December 23, 2019The stock market has been on a liquidity binge courtesy of the Fed. With phase 1 trade deal in the…
Read MoreVolatility awaits 2020
December 13, 2019Many in mainstream media seems to believe that a recent trade agreement is the final nail in the coffin for…
Read MoreDiverging signs
November 30, 2019The Fed has cut interest rates three times this year and now it is expanding its balance sheet in what…
Read MoreMarket Commentary
November 28, 2019The stock market is running on hopes and dreams rather than fundamentals. Valuation is at the extreme with market internals…
Read MoreMarket Commentary
November 19, 2019Another round of fractured event has unfolded today in the stock market with smaller indices such as the Russll and…
Read MoreMarket Commentary
October 26, 2019The macro environment continues to be defined by uncertainty and the recent breakdown in momentum stocks points to increased odds…
Read MoreNo growth everywhere
October 25, 2019Growth is slowing in almost all major economies, the expectations for global growth have continued to deteriorate in the face…
Read MoreExpect earnings revision
October 18, 2019Earnings are worse than expected and outlook for 2020 continues to fall based on the revised estimates. With the first…
Read MoreFlashing red but markets will ignore the headlines
October 14, 2019Trump is gloating from the recent trade deal (if you could call that a deal) with nothing written on paper…
Read MorePoised for another rally
October 1, 2019Investors will be awaiting the outcome of the next round of trade negotiations in October and monitoring third-quarter earnings reports…
Read MoreBitcoin Commentary
August 9, 2019The main reservation many investors have about Bitcoin is also what’s holding consumers back from using the cryptocurrency; it’s not…
Read MoreKOSPI Commentary
August 4, 2019A growing number of experts worldwide are expressing skepticism about the government's rosy outlook for the country's economic growth for…
Read MoreKOSPI - GDP Outlook Cut
July 28, 2019The stock market will turn its ears on the latest round of trade talks between the United States and China…
Read MoreMarket Commentary
July 24, 2019The equity markets' disconnect with the current economic environment is truly amazing to see. We have never seen more of…
Read More