• June 9, 2023

Weekly Newsletter

A few interesting things happened in the U.S. stock markets last week.
The S&P 500 closed more than 20% off its October lows on June 8th. At 248 trading days, the recent run back to a bull market was the longest bear run for the S&P since 1948. In doing so, it reached the 4,300 level that many analysts had seen as a potential target for this up move.

  • March 6, 2025

Actionable Insight – New Alliances, New Technologies

Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to…

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  • January 30, 2025

Actionable Insight – Of Predictions and Preparedness (Part 2)

We are still in the early days of 2025, and year-end projections are already at risk. The narrative…

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  • January 3, 2025

Actionable Insight – Of Predictions and Preparedness (Part 1)

As we step into a new year, we take this opportunity to share the first part of our…

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