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…

I have written recently about seasonal keys to watch for in the stock market. The three I have focused on are the Santa Claus (late…

Shares in Federal National Mortgage Association FNMA.PK, also known as Fannie Mae, and shares in Federal Home Loan Mortgage Corp FMCC.PK, commonly known as Freddie…

Moderating inflation, a dovish-sounding Fed and favorable seasonality have combined to drive stocks higher for eight straight weeks since the October low. Despite these gains,…

s the recent rally in stocks telling us there will be a profits boom in 2024? I’m having a hard time shaking this idea lately,…

We have heard a lot about the market’s seasonality lately, that favorable period from November to April where the investment returns are at their heights…

I can tell you assuredly that the sky isn’t falling. Nor is the entire world on fire. This might come as a surprise, as headlines…

As investors know, gold has ramped over the past few weeks – unexpected with inflation readings falling across the board. Then again, the precious metals…