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Mulvihill x Wealthsimple – April Commentary

April Performance and Market Commentary(PDF) The interday and intraday volatility of the S&P 500 and the Dow Jones Indices leaves one confused, if not bewildered.  White House tweets or Mark Zuckerberg...

Our Funds

By The Way – February 2018

I quoted investment legend, Bob Farrell, in our last letter, specifically that markets don’t correct by going sideways.  But I don’t thing he, and certainly not I, foresaw the violent...

US Tactical Allocation Fund

Mulvi Market Update – 1/25/2018

On Our Radar (click for full chart package) US Dollar selling off against most global peers. Short dollar positioning is consensus. Highlight a good looking set up for the gold chart....

Milvihill

Asset Allocation – October 2017

PDF of Global Asset Class returns click here Can’t stop, won’t stop. The S&P 500 continued to reach record highs in October and now sits at 2017 gains of 16.9%....

Strathbridge

Why US Financial Stocks will outperform

The US Financial sector has been at the height of the Trump trade, rising nearly 23%, since the surprising outcome on November 8th, 2016. While the performance of the group...

Our History

By The Way – April 2017

“Soft data” and “hard data” are the buzzwords which seem to be currently in vogue within the investment community.  Soft data are the survey numbers that attempt to forecast where...

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