Archives for 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 many optimists, including Federal Governments,…

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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 averaged negative returns over the…

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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…