The bull market rolls on.

Despite some spooky moments in October (US auto-loan funding institutions getting over......

The everything rally - stay invested AI arms face between US & China is real - participate Dollar decline waning - fade precious metals.

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Equity markets continue to move ahead US small caps begin to outperform Dedollarisation continues. 

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Global equity markets in July 2025 continued their positive momentum, with major indices such as the S&P 500 and FTSE 100 reaching or approaching record highs.

Buoyed by amenable and largely successful NATO talks and Trump’s apparent (momentary?) success in stopping Iran developing a nuclear weapon, equity markets continued to appreciate in June. 

Like last year, May was not a month to sell and go away. Equity markets rallied strongly, having their best May since 1990 largely on TACO sentiment: ‘Trump Always Chickens Out’

As perhaps you’ve heard, last week I placed new duties on some Japanese products in response to Japan’s inability to enforce their trade agreement with us on electronic devices called semiconductors.

Pension buying in the US bolstered the equity markets during the last day of the quarter in something of a reprieve from the lashing most international investors have taken over the last 6 weeks.

For the second time in two years, discussion of global investment markets and investment strategy seems totally inappropriate when there is a threat to civilisation.  Nevertheless, markets are reacting to..

​It is oft quoted that January is a good indicator of the way the rest of the year will go for stock investors. Let’s hope so. Since 1950, when January has been positive for US stocks, 86% of the time the rest of...

The turn of the year is a turn of the page for most. A turn of the year into 2023 for the markets is likely to give more of the same as 2022, at least for a while. The landscape has dramatically changed from...