Sign In
Buy GSEW
$92.93
-0.615 (-0.657%)
At Close: Jun 03, 2026
Tactical Asset Allocation - September 2020
06:29am, Monday, 14'th Sep 2020
Our leading economic indicators suggest growth is gaining momentum. Global market sentiment continues to improve, as evidenced by broad-based outperformance of risky assets over defensive assets in bo
Industrial Production Gathers Steam
02:58pm, Sunday, 13'th Sep 2020
Industrial production rose 3% in July. This followed a rise in May and June.
Fear & Greed Index Debunked: Greed Is Good!
02:34pm, Sunday, 13'th Sep 2020
A recent article on this website claimed that CNN's Fear & Greed index can be used to avoid drawdowns that average 8.7%.
Week Ahead - More Stimulus On The Way?
10:54am, Sunday, 13'th Sep 2020
The final months of the year are going to be extremely challenging for the global economy, with experts predicting another significant wave of COVID-19 which risks further restrictions around the worl
Correction Makes Speculators Even More Speculative
10:19am, Sunday, 13'th Sep 2020
When markets are pushing extremes, it seems like it is a no-lose scenario for investors. It is at those moments when selling high becomes opportunistic, but is incredibly hard to do for the Fear Of Mi
MacroView: A Permanent Shift In Valuations?
02:55pm, Saturday, 12'th Sep 2020
During extended bull markets, rationalization becomes commonplace to justify overpaying for value. One such rationalization is the permanent shift in valuations higher due to changes in accounting rul
Does Recent Market Volatility Signal A Rotation Away From Tech Stocks?
02:35pm, Saturday, 12'th Sep 2020
Factors driving the tech-fueled market selloff. U.S.
3 Reasons Why This Isn't Another 'Tech Bubble'
03:14am, Thursday, 10'th Sep 2020
Investors have been on a wild ride over the past week as tech stocks plunged, dragging down major global indexes with them.
The Truth About Obscenely Priced 'Investments'
02:28am, Thursday, 10'th Sep 2020
Most investors who held the shares at peak valuations in 2000 had liquidated in losses before the next tech bubble began in 2015.
Small Business Optimism, And Importantly Hiring Plans, Remains Favorable
02:17am, Thursday, 10'th Sep 2020
The NFIB Small Business Optimism Index for August was reported at 100.2, which is a 1.4 increase over July's reading.
PMI Surveys Signal Broadening Out Of Global Recovery By Sector, But Also Bring Signs Of Growth Peaking
08:24am, Wednesday, 09'th Sep 2020
Output growth reported in 20 out of 26 sectors, the highest proportion since March 2019. Upturn led by healthcare, but some of the worst-hit sectors are now showing signs of strong expansion or recove
2020 U.S. Election: What The Polls Could Mean For Policy And Markets
08:04am, Wednesday, 09'th Sep 2020
The ongoing COVID-19 crisis and resulting policy responses will likely make this election result more meaningful than normal.
A Cyclical Rotation In Corporate Credit
06:38am, Wednesday, 09'th Sep 2020
The sudden stop to markets induced by COVID-19 caused a substantial repricing of credit risk globally, and central banks, treasuries, and ministries of finance around the world responded unequivocally
The 1998 Correction And The Run To The Peak
06:19am, Wednesday, 09'th Sep 2020
The current bull market is by far and away one of the longest bull markets in history. Currently running 137 months and 2783 points from the March 2009 lows, it is one for the record books.
Changing Credit Views Amid Volatility
02:30am, Wednesday, 09'th Sep 2020
We downgrade investment grade credit to neutral and increase our overweight in high yield as we see volatility rising after a rally in risk assets.
