A) The stock market started the second half of 2020 strongly as the economies are reopening and medical news are fluctuating.
B) The markets are…
Nicholas Ritsonis
Don’t bet against America; you can still buy the dip as the market rebounds
History has shown that the SPX has returned to growth after…
A) We noticed the ‘reversion to the mean’ principle. This observation characterizing many natural phenomena took place again in the stock market. After a dismal…
A) December 15 is approaching. The decisions and comments on tariffs can lead the Market either higher or substantially lower. Tactically we reduce portfolios Betas
While data and financial theory support equities as a superior long term investment to cash and bonds, this can be difficult to remember during large…
Very often ‘This time it is different’ is true !
The causes, the length and the severity of recessions and Bear markets are not the…
We would like to repeat our longer term view: Valuations relative to bonds and cash are compelling. Following the worst decade since the 1920’s (all…
A) A stock market P/E of 19 to 20 means a 10 to 15pct appreciation from current levels. We would welcome it before “a nasty…
Global equity markets have been strong over the first three quarters of 2019, with the Federal Reserve and other central banks easing policy in a…
Equity markets rallied strongly in the first part of 2019, with the S&P 500 staging a 26% rally from its low on Christmas Eve to…