Over the past few weeks, you may have noticed President Trump’s rhetoric has centred around trade and resulted in the escalation of tensions between the US and other economic powers of the world. Many investors are wondering what downside risk they might be exposed to and whether a recession is... Show More
Just in case the doomsayers about the current strong US economy and its durability, have got it wrong, and the current US expansion proves more durable than they expect, we have looked at Small Cap Value Stocks, which have lagged well behind Large Cap Growth. Show More
Low interest rates, growing earnings confidence, deconstruction of the nanny state, tax cuts, broad based gains in 7 out of 11 industry sectors and low inflation are all contributing, but the commentary has missed the most important contributor to another new high for the Dow. Show More
I note the all-time-high in the Dow Jones Industrial Average (DJIA) overnight on Tuesday marks the 60th all-time-high this calendar year. 2017 now ranks as having the 4th highest number of all-time-highs over the past 100-years. Show More
