Jul 26, 20221 min read
Why We Are Ready to Say Goodbye to Gold
Gold is viewed by many as one of the main hedges against inflation. With the Consumer Price Index up 9.1% year-over-year in June and gold...
Apr 18, 20221 min read
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...
Mar 15, 20223 min read
3 Very Important Reasons Why You Should Not Sell Your Stocks Now
Since January 3, 2022, the stock market has taken an unfriendly turn to investors. Initially, 40-year high inflation and the fear of...
Mar 8, 20223 min read
Why we are not "buying the dip"
The trifecta of inflation, higher interest rates, and the War against Ukraine has pushed the US equity market into a correction (a...