jfo496Nov 1, 2019EquitiesAs the wall of worry dissipates, Equities should continue to riseDuring October, following a Summer of high level consolidation, Equity markets broke out to the upside once again. Since April, they had...
jfo496Oct 1, 2019EquitiesDefensive assets are topping out, for nowThe last 12 months have seen an aggressive rally on defensive assets, fueled by many geopolitical risks (Trade War, Iran, US Impeachment...
jfo496Sep 1, 2019EquitiesStill climbing a wall of worryMarket tops are usually marked by Euphoria and “this time is different” type of assertations. To be fair, for now, this year has seen...
jfo496Jun 3, 2019EquitiesEquity markets and yields could find support in June, and move up into JulyLate last month we argued that risk assets were ripe for a correction, that the breadth of the rally was fading, and that bellwether...