• October 11, 2023

Weekly Newsletter

Markets had a rellef rally last week. As we mentioned a couple of weeks ago, the technicals were oversold, and looking for a positive trigger to go up. That trigger came this week with the FOMC decision to hold interest rates at current levels, as well as softish data on jobs and inflation. If the markets are able to push through key levels over the next few days, then the move could go higher into the year-end. Of course, the Hamas-Israel conflict is likely to cast a shadow depending on how it progresses.

  • 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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