May 2024 If credit spreads tell us about expectations, it seems everyone has forgotten! AI and Uranium Last edition I concluded with comments relating to how investors invariably learn valuable lessons...
Learn MoreFebruary 2024 The Generals may have made their last stand! Thirteen years ago I wrote an article titled ‘The San Juan Hill Theory’, in it I discussed the deteriorating breadth that was being experienced...
Learn MoreStrategy Thoughts January 2023 Are we there yet? Over the last few weeks, I have been encouraged to write an updated version of Strategy Thoughts by a number of long time readers. The last Strategy Thoughts...
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