Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare is unlikely to last… We believe there is further upside for stocks next year, despite a strong run so far, and do not see the recent new variant driven volatility as a game changer. Market could stay hostage to gyrations until…
Three big things you need to know: First, across the globe most of our analysts are optimistic on performance...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
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