May 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,...
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- May 8
May 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 1
May 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...
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