The Santa Claus rally at the end of December did not materialize. Historically, in such situations the performance over the first five days of January has been a very good indicator for the year’s performance. Unfortunately for stock market bulls, the S&P 500 delivered a negative return. Will history repeat itself?
- January 12, 2024
Weekly Newsletter – January 12, 2024
- February 9, 2026
Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…
- February 5, 2026
Weekly Newsletter – 30th Jan, 2026
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…