Let’s Talk Long-Term (Part 1): An Introduction
Last week we said that investors should be wary of focussing too much on the past, or on…
Is There Any Good News?
Given the volatility and economic uncertainty investors have experienced this year, we think it makes sense to review…
Searching for Bull Market Catalysts (Part 3): It’s the Economy, Stupid!
During the 1992 US presidential election campaign, James Carville, then a strategist for the Bill Clinton campaign, coined…
DCS – Company video
We are Dominion Capital Strategies, the investment and capital creation platform of Dominion. Dominion is domiciled and regulated…
Searching for Bull Market Catalysts (Part 2): Decline & Fall of Inflation
This week, we continue our series on likely catalysts for the next bull market. Recall, throughout 2022 and…
Searching for Bull Market Catalysts (Part 1): Pivot or Pause
We have, over the past two months, reiterated our view that the current bear market cycle is likely…
Dead cats and bull’s legs: interpreting last week’s volatility
The release of US inflation data on Tuesday last week triggered the biggest one day move down in…
Known knowns, known unknowns, and unknown unknowns
On February 12th 2002, the then US Secretary of Defense Donald Rumsfeld responded to a question at a news…
When Good News is Bad News…
The following is a quote from a recent article in a prominent financial news journal: “Strong economic data…
Rational Optimism
Two weeks ago, we explained our idea of ‘embracing uncertainty’. To recap, this is the idea that investors…