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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January 2017: Does a New Year Change Anything? 2017 ended amid much hype and expectation for the stock market, at least in the US, in the wake of the rally following Donald Trump’s election victory. In late...
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