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November 20, 2023 - Bonds are equities' best friend (until they are not).
Bonds continued to rally and equities followed suit. This positive correlation, in both upward and downward moves, has been in place...
Nov 20, 2023


November 13, 2023 - Can they sour our Christmas mood ?
Late on Friday, the US government debt outlook was downgraded by Moody's to negative, while the AAA rating was maintained for now. This...
Nov 13, 2023


November 6, 2023 - Santa came early this year.
A "Santa rally " has come early and it is very welcome. Our cover story two weeks ago was "another October, another low in place?" and...
Nov 6, 2023
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