This column has not yet discussed the emerging world of cryptocurrencies. Still this area entered the formal financial service world in mid-December when th... Read More»
The sheer viral force of hashtag social movements have upended traditional activism at its core. Feeble placard picketing efforts (e.g. 'Occupy Wall Street'... Read More»
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade
Before the renewed stock market correction that commenced on Wall Street on Tuesday, FANG s... Read More»
Investment strategist Christopher Wood writes about financial engineering in corporate America, and the shocking lack of tangible book value in the S&P 500. Also, how a strong US economy and higher inflation will be a negative for the US stock market.... Read More»
ETFs - Homogeneous Stock Market Slosh For You
After the financial crisis the limited savings millennials tucked away (after paying off student debt) has prim... Read More»
Following the machine-driven stock market correction discussed here last week, it is worth outlining the recommended asset allocation in terms of which stock markets investors should favour. The main recommendation here is to invest in Asia and emerging markets. In the developed world Japan is favoured over Europe and U.S., in that order. But Asia and emerging markets are favoured above all.... Read More»
Wage Growth Unsettles 'Goldilocks' Market Era
The stock market correction over the past week is the biggest since January 2016. It was triggered by one stron... Read More»
Volatility Horror Show
As we entered 2018 the world was absolutely rainbows. All the fancy Wall Street market pundits were gushing about how wonderful and gr... Read More»
The Largest Demographic Cohort
There is an interesting development that has begun of late to get attention in the investment world as it relates to long-term... Read More»