February Performance and Market Commentary (PDF)
John Mulvihill | March 13, 2018 in
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...
Jack Way | February 28, 2018 in
January Market Themes (click for PDF chart package) Global markets “melted up” in January, while rising yields hurt fixed income performance. The US dollar slid against most major currencies (but...
John Mulvihill | February 2, 2018 in
On Our Radar (click for full chart package) All eleven S&P 500 Sectors in the red yesterday. Defensive groups such as Utilities, Telecom and REIT’s leading to the downside However message...
John Mulvihill | January 30, 2018 in
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....
John Mulvihill | January 25, 2018 in
On Our Radar (click for full chart package) Buybacks look to be regaining leadership as companies begin the process of repatriating profits No doubt sentiment is extreme across a number...
John Mulvihill | January 23, 2018 in