Archive
- Growth vs. Value - Can Cheap Get Cheaper? Posted on: Jul 17th, 2020
When one charts the outperformance of Growth stocks vs. Value stocks, it is tempting for any portfolio manager to try and call the unwind of that trade to truly make a name for themselves, but it is…
- Oil: Mysteries of the Oil ETF unravelled Posted on: Apr 13th, 2020
Oil prices have fallen 60%+ from the highs of this year, then rallied 40% from its lows a week ago on back of President Trump trying to engineer a deal between Saudi Arabia and Russia,…
- Hey Fed: The Market is ALWAYS Right! Posted on: Mar 18th, 2020
It seems that the central bankers and monetary academics of the past century had a better grasp of our monetary system than the empty suits that run our central banks today. They have a set of tools…
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