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Home > Archives for April 2026

Archives for April 2026

Archive

28 April 2026

Why are markets ignoring Hormuz?

Bloomberg recently posted an opinion piece asking the question of whether “‘The Iran War may become a ‘Phoney Sitzkrieg’”. A…

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21 April 2026

Should investors pay attention to Prediction Markets?

Prediction Markets have been growing in popularity and in prominence. As they grow it is worth thinking about how they…

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16 April 2026

What to make of the market rally?

Markets have been rallying ever since the announcement that the US and Iran were going to initiate talks about a…

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9 April 2026

Employment trends bear watching in the short – and long-term

As we write this missive, the market is awaiting the results of Trump’s latest ultimatum with respect to the War…

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Recent Posts

  • 13 September 2026
    What should you look for in the coming months? Part 2
    It appears that inflation will be a persistent issue for the foreseeable future despite what…
  • 1 September 2026
    What should you look for in the coming months?
    September is traditionally the worst month for the stock market (below). All major indices have…
  • 27 August 2026
    Is the US Government on the Path to Quantitative Easing?
    Quantitative Easing or QE was made famous during the Great Financial Crisis. It refers to…
  • 20 August 2026
    What is Japan’s Effect on Rates and Does it Matter?
    Bond yields have been rising globally (below). Long term rates are reaching levels not seen…
  • 11 August 2026
    Who is right, the equity or bond markets?
    Equity markets hit new highs last week as investors seem to be embracing risk again.…
  • 6 August 2026
    Is the 60/40 portfolio strategy dead?
    Recently, some influential analysts have begun to question the wisdom of the 60/40 equity/debt allocation…
  • 30 July 2026
    Are chip stocks leading a reckoning in AI?
    Markets have experienced recent volatility of late, led by the AI-centric chips stocks which have…
  • 21 July 2026
    Are Commodities Worth a Look?
    The huge rally in momentum stocks appears to have lost steam and may be primed…
  • 16 July 2026
    Is OpenAI signaling a pause in the AI trade?
    Since the war in Iran began markets have been volatile but surprisingly strong. Many equity…
  • 30 June 2026
    What has been driving the market this year?
    As the first half of the year draws to a close, there will be many…

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