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...

TENSIONS: Russia-Ukraine tensions are stoking geopolitical concerns and adding to the risk-off tone in global markets. These should not be overdone. Geopolitical risk (see chart)...

Becoming an investor and finding a partner are two of the biggest life projects anyone can embark on. Ironically, they can also be the most difficult, because they’re both...

CORRECTION: NASDAQ is well into a -10% ‘correction’, and the S&P 500 is near. A hawkish Fed has been exacerbated by a mixed Q4 earnings start, and Russia-Ukraine geopolitics....

BETTER START: The Chinese equity stars are re-aligning, after a tough 2021. Interest rates are being cut, policy makers refocusing on stability, and the market better priced....