How to Be the Best
After 17 years in equity investing, from US based hedge funds, to foreign exchange trading desks, I have…
The Quiet Virtue of Persistence in Investing
There is a temptation in markets, as in most fields, to confuse cleverness with success. The investor who…
The Invisible Engine Driving Wall Street’s Stars
In the 20th century, corporate America’s biggest winners were built on concrete, steel, and physical goods. Their balance sheets…
Solid Earnings Season for Europe… Despite Trump’s Tariffs
High-profile European names like Volkswagen, Adidas, Nokia, Mercedes-Benz, and Stellantis have all warned of the impact that US…
Why Did Markets Get It So Wrong on Tariffs?
At the start of the year, many experts were ringing alarm bells about the economy and markets. They…
Why Fiscal Dominance Means You Should Buy Stocks
The stock market since 2022 has remained resilient in the face of significantly higher interest rates, stubborn inflation,…
Bank Results Show the US is Doing Well
JPMorgan, Citigroup, Wells Fargo, and Bank of America, four giants that collectively represent around 40% of the entire…
Why the Economic Outlook Continues to Support Risk Assets
It’s easy to get caught up in scary headlines about debt, sluggish job growth, and political uncertainty. But…
S&P 500 At New All-Time Highs! Reasons to be Optimistic
You do not need to be an economist to sense that many people remain pessimistic and cautious about…
The Fed Should Cut Rates
Back in December, the US Federal Reserve hit pause on its long-anticipated interest rate cutting cycle. Policymakers were…