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Home > Archives for May 2026

Archives for May 2026

Archive

28 May 2026

Is the SpaceX IPO a buy?

SpaceX filed its much anticipated Prospectus last week, giving investors the opportunity to get a better glimpse at its business.…

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19 May 2026

Bond yields are rising globally, what are they telling us?

A recent 30-year bond issuance saw yields rise above 5%. They have not stopped there. As of this writing, the…

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12 May 2026

Why does the market keep rising?

A quick glance at news headlines over the last 12 months would probably lead most rational independent observers to assume…

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7 May 2026

Is Climate Change Investable?

Investing in climate change has historically been a very volatile proposition. From 2021-2024, the sector saw significant drawdowns. Despite current…

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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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