We just published the recently revamped and re-branded "Market Cycle Guidebook" for May, which is part of our institutional investment...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Central banks printing money leads to inflation. It sounds right.. right? Not so fast. For US investors, the 1970s era of elevated...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of...

In this video I take you through a presentation called Making Sense of Macro (when nothing seems to make sense). It provides a good...

In this video I take you through our monthly Market Cycle Guidebook report. The monthly Market Cycle Guidebook is designed to be a key...

How quickly things change. REITs are traditionally seen as a way to get into real estate, though still featuring risky equity-like...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of...

It can be risky to talk about or even spend any time on this sort of thing because so many times they are just meaningless babble that no...

Stocks have been on fire from the March 23 low, climbing 30%+ and seemingly defying most fundamental logic. There have been minor...

The forward PE ratio is broken. It has the rona. Stop using it. And the PEG ratio is worse than broken, it never worked in the first...

Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...

Here's an overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (one of the key reports of...

UPDATED (7-May-2020): I wanted to revisit this blog post with an update, partly because it's really interesting and worth highlighting,...

Investing across the cycle requires a firm grasp of the fundamentals, and perhaps nothing is more fundamental than the flow of money and...

Millions of American jobs have been lost in the last two months following the onset of COVID-19 and the intentional economic shutdown to...

We just published the recently revamped and re-branded "Market Cycle Guidebook" for April, which is part of our institutional service....

Those who follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the...