May 22Weekly reviewMay 22, 2023 - Climbing the "wall of worry" .Equities continued their rebound from the March lows, climbing a "wall of worry". This is a well-known expression in our profession,...
May 8Weekly reviewMay 8, 2023 - Confusing markets call for cautious steps. Financial markets are currently pricing completely different scenarios than the data or the central banks are telling us. The US bond...
May 1Weekly reviewMay 1, 2023 - Sell in May and go away ? In equity markets there is an old saying : "Sell in May and go away". This "myth" was created many decades ago, as the markets...