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.
Trading a bear market isn’t just simply doing the opposite of what you would do in a bull market because the personality of the market is so different.
The stock market feels pretty scary tight now and there are meny calling for worse to come. I explain here why this is not the time to get bearish on stocks
Have we seen a market bottom? After a very rough October, will November and beyond fare any better? I believe so. read on to find out why.
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 […]