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Commentary April 2021 – A World Refocusing

As the winter progressed, markets were driven more than anything by increasing signs of successful vaccine rollout and hence risk reduction in the global economy.  Early in the quarter markets bounced around a bit but the month of March saw

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Commentary January 2021 – Coping with the Froth

This fall we saw mostly continuation of trends from the summer best described as splitting of the investment world.  The prospects of a Covid19 vaccine and US government spending triggered major shifts in currency and certain stocks continued to part

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We’ve just witnessed the stock market’s echo, echo, echo!

The echo has arrived. Over the course of the spring and summer I have often talked about how most major stock market pullbacks are followed by a rise up and then a second pullback. That second pullback (the echo) is

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