Market Comment July 2021 Summer Reflections, Europe Mon Amour?
Photo by Josh Hild from Pexels With temperatures rising and lockdowns being gradually lifted throughout the continent it is now all about...
Market Comment June 2021 - Happy Days for 2nd Half of 2021 - The unleashing of business
Strong Capital Expenditures Bode Well for Stocks Photo by Max Fischer from Pexels As the rich world gradually emerges from lockdowns,...
Market Comment May 2021 - A New Season - Let's not spoil the party!
First-quarter earnings season is in full swing and the news is very good. So far, expectations of a swift and impressive rebound from...
Market Comment April 2021 - Greed to Fear - What to make of the recent market sentiment swings?
How does market sentiment swing from joy to fright? Of government spending and central bank interventions! March 23rd marked the first...
Market Comment March 2021- Taking the buzz out of the story What is the reflation story all about?
The financial markets seem intent on changing the buzzwords of 2020 — the virus, virtual, work from home, recession — into vaccines, the...
Market Comment February 2021 Gamestop - The Long and Short of It
The Long and Short of it Most of the time, commenting on the financial market is a dry affair about interest rates, economic statistics,...
Market Comment January 2021 - A New Year - Is 2021 The Year of Wealth
The single most striking phenomenon about the stock markets in 2020 was that they rose relentlessly, interrupted only briefly by a steep...
Market Comment November 2020 -Trouble in Paradise?
This newsletter is normally about the long-term view. Tune out the noise, look to the long term, and things will be alright. The problem...
Market Comment October 2020 - Chasing Snowflakes in September
Photo by Enes TekeÅŸin from Pexels Shares in Snowflake doubled on their trading debut in mid-September after the largest initial public...
Market Comment September 2020 - Timing the Market vs. Time in the Market
Investing in the financial markets is like driving your car with visibility being so poor, it feels as if you were driving in fog....