RARE RELIEF: Commodity prices are up 10% so far this year, for one of their best starts ever. We think this has further to go, with demand strong, supply tight, and inflation...

REBOUND: Many of the worst performing markets of 2021 are now leading this year, like Brazil, UK, China. This is similar to the US ‘Dogs of the Dow’ approach of buying the...

HIGHER: The US has not raised interest rates yet, but the global trend has decisively changed. There were over 100 rate hikes globally last year and this year is annualizing at...

What is the metaverse, who are the major players involved in its creation — and why investors need to be paying attention to this tech megatrend right now Have you heard the...

A BETTER YEAR: Platinum group metals (or PGM’s) are having a better start to the year after a miserable 2021, when they missed the commodity rally. The rebound is led by...

THE GOOD: We are half-way through a good fourth quarter S&P 500 earnings. 77% of companies have beaten forecasts, with 26% earnings growth versus last year, 5 points better...

THE ‘R’ WORD: US markets had a weak and nervous January. The Fed will raise interest rates and economic growth will slow. History says to buy this weakness unless we are heading...

LESS-BAD: The S&P 500 January sell-off, combined with the continued solid earnings outlook, has cut valuation and therefore market risks. The forward price/earnings (P/E)...

SUCCESS: Luxury stocks have been strong pandemic outperformers (see chart). Both ‘narrow’ luxury like fashion, leather goods, beauty, or ‘broad’ plays including cars, spirits,...

JANUARY?  There are many bearish stats on what this terrible start to year can tells us about the rest of the year. Ignore them. The ‘January Barometer’ says ‘as goes January, so...