With our defensive posture firmly intact, in this months report we will discuss the current challenges facing the financial markets as well the potential market dynamics that will allow for a resumption of the upward trajectory in stock and bond prices. .
I am pleased to provide this month’s report where we will focus in on the driving force for the stock market and the most important steps investors should take.
In this month’s report, I will be commenting on the question that seems to be a prominent one in the media these days: Are we in a bubble? In addition to answering this important question, I will delve into the risks of excess valuation and rising interest rates and what investors need to be watching [...]
This month we will continue our discussion on central bank activity and their "Dark Money" that has been the driving force for rising stock prices for the past decade. We will continue to explore the challenges the markets face in light of central bank’s plans to reverse course and reduce this "Dark Money" in the [...]