Amid huge volatility, records have been broken in the stock market over the past couple of weeks. Is this a buying opportunity or is there more pain ahead?
Category: Bond Market
Growth Verses Value And “Sector Rotation”
The broad stock market indices have given no indication of the violent struggle between growth verses value. Here I discuss this sector rotation, whether it is likely to continue and the outlook for stocks generally.
What Do We Care About Today?
Watch the market update video. A lot happened in the markets last week. Lots to talk about and lots of charts to share, so this week I decided to share my thoughts on the stock market outlook via video rather than writing a blog. Enjoy!
Bond Market vs Stock Market
This week, rather than taking a shorter-term trading view of the markets, I’m taking a more long-term, “30,000 foot” view of the bond market vs stock market. I don’t allocate capital or take trading positions based on this broader view. However I do find it helpful to look at the big picture from time-to-time, so […]