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We have been expecting a pause in the spring of this election year for some time.  Historically, this has arrived in the February – March…

The Generational Bottom was 15 years ago last week. Even 5 years can be a long time for younger investors or retirees but can go…

Here we are, between earnings seasons – another period in which investors take a wait and see attitude and often expect the market to pause…

My story started in a small, suburban American town, with a pretty standard inside-the-box view of this world. More and more steps outside of that…

The February – March period is time for investors historically a wait and see attitude. Seasonally, this lines up with the in between earnings period where other…

I have been a contributor to the Quarterly Forecasts for a number of years. Reuter’s Sinead Carew polls 150 equity strategists across the globe and…

The Who promised fans they won’t get fooled again in 1971. Have the bond players of today forgotten the lyrics? We have been under the…

With the market punching out all-time highs consistently, our base case has been a rather checked first half of the year as bond speculators obsess…

Back some time ago, the firm I was with specialized in several rather esoteric, under-covered areas of global markets. One such focus was maritime shipping…

The first quarter market outlook gets put together because we like to see the first five trading days of January, at minimum. Still, here is…