Insights

Geopolitical Concerns Dominate Markets

The world is a dangerous place. Therefore, we all want to believe that cooler minds will prevail to avoid the unthinkable. It raises a question though: Is there a way... Continue reading

Stop Trading: The Trend Is Your Friend

Do you listen to what the pundits’ have to say day after day? They shift their view based on that day’s stock action rather than having any real sustainable, investable... Continue reading

Is Trump Pivoting Center Right?

Despite the plethora of economic, political and company specific news last week, the key event that may trump everything else may be the shake up at the White House –... Continue reading

Cautious Optimism

Cautious optimism was the catch phrase of the week for the BOJ, ECB and corporate managements on second-quarter earnings calls. Monetary authorities are puzzled and concerned that growth forecasts have... Continue reading

The Goldilocks Economy And Financial Markets

The pundits/naysayers are at a loss for words as the global stock markets continue to confound them as they march upwards. The global economy is surprising the experts too, as... Continue reading

Taking Away the Punch Bowl

Now that the global economies appear on sound footing as growth has accelerated nearly across the board, the discussion within the financial community, governments, businesses and the consumer is how... Continue reading

Stay Disciplined

Proper investing is a skill set built on years of experience and learning not only from your successes but also just as much from your mistakes. The reason that I... Continue reading