Category: Newsletters

Narratives in the market tend to have inertia until evidence becomes overwhelming that they are incorrect, or a sudden catalyst forces a reorientation.

Narratives in the market tend to have inertia until evidence becomes overwhelming that they are incorrect, or a sudden catalyst forces a reorientation.

Do not let your emotions affect your investment decision making process. However, you can profit off others being ruled by their emotions.

After a strong year in the markets, investors are wondering if the US market will lead the way, or if it will tip to other markets. Which sectors will outperform? Is the US dollar going to have another bad year? What about bonds? Will gold have another banner year?