We expect the market to roll over in the next few weeks, with the coming Q1 earnings season. We normally don’t make such short term calls, but we feel strongly that this bear market rally is very close to over and its time to cut back on equity...
Read moreIt’s been a tough time to be an investor over the last few weeks. Equity markets are down anything from 20% to 40%, depending on the market. Energy markets were even worse, down around 50% with WTI getting all the way down to around $20/bbl. It...
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Read moreTrying to time the market is not easy. If it was, everybody would do it and we’d all be rich. No such luck. The reality is, investors have to stare into the opaque future to try and figure out what the economic environment will look like...
Read moreThe issue of weakening demographics in many parts of the developed world is a real ‘elephant in the room’ – a topic that is of critical relevance but one that captures little attention and consideration by global think tanks and policy makers. It...
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