recession

Global markets have capitulated since the NASDAQ 100, proxy for US growth and tech stock performance, reached an all-time high in November 2021. The falls are the...

Well thank goodness for that. We’ve made it past the end of June, and in doing so completed a half year that no investor is likely to want repeated. There have been...

Famed Canadian-American economist John Kenneth Galbraith once said that the only function of economic forecasting is to make astrology look respectable. Not the most...

Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from...

Like a bear with a sore head, many investors probably wish they had stayed in hibernation in 2022. It has been a brutal year so far, the worst since the Great...

The US equity market has now entered its third bear market (greater than 20% market sell-off) in under four years – the quickest hat trick in at least 120 years....

The risk of a recession in the US in 2023 based on bond/equity market pricing and forecasts has surged as interest rates have risen and equities have slumped, with...

After hitting a peak of over 4,700 at the end of last year, the S&P 500 has since corrected by more than 20% placing it in a technical bear market (again). In...

European Equities — Sentiment vs Stocks: After a very promising looking - almost textbook breakout last year, European equities have come all the way back down to...

It was January 2021 when Jeremy Grantham of GMO published a piece on this very website saying that the last dance is near. In it, he noted that the bubble was...