The World of Uncertainty

Yep, this is one of those times when that feeling in your gut starts to get heavy – like standing way out over your skis before you plunge down a sheer snowy mountain face. I call it altitude...

Market Fear Has Always Been Expensive

Where to begin in this sea of confusion? Could things actually be going well? Have we forgotten what a wave of growth looked like? It seems that this old-aged bull market is headed on yet another long leg...

Whether Report

I must admit I have an affinity with February. Despite the weather it’s probably my favourite month of the year. Might be something to do with being born in a February so long ago my driving licence is...

Bullish Trends, Bearish Expectations

Even as earnings continue to come in nicely above expectations and markets hit the pause button over political noise, sentiment continues to remain in the "paltry" zone. In simplest terms, there are more bears than bulls out there....

It’s Not Just The US That’s Seeing Economic Improvement…

There is plenty of good economic news in the US to focus on; solid jobs, solid sales, excellent data on manufacturing, solid PMI's…. In the UK and Europe, Theresa May got the vote she needed and now Brexit...

If you can’t pick early, pick when ripe

We can all beat ourselves up for not investing in corporate giants in their infancy, but Apple’s return to growth shows it’s never too late to back a winner. It was a bittersweet week for Apple, the biggest...

Magazine Covers versus Market Sentiment

Most folks who are long-in-the-tooth in this business don’t like seeing magazine covers that crow about the next big thing in the markets - especially when it’s bullish. Why? Well because history shows more often than not that...

Investors: A Tale of Too Many

Here we are on the doorstep of change once again. It’s always a little scary for some, exhilarating for others and a complete yawn for still more of you out there. So, I’ll reiterate the thing that makes...

The Match That Lights the Market’s Fuse

The new administration is just days old and I'm already tired of hearing about all of its problems. So if we’re going to get some sort of market setback then I suspect we’re now on the verge of...

Trumped!

Whether you love him, hate him or are ambivalent I think everyone can agree that the coming years under “The Donald’s” presidency are unlikely to be dull. For the first time in years the West has a leader...