The Asset Class That Could Stoke the Flames of a Stock Market Selloff

It is a reality of financial markets that market declines are made worse by forced sellers. The CBOE Volatility Index (VIX) surged from 16.4 at the... Read More»

Tracking Three Risks That Could Sink Markets: Oil, Geopolitics and Private Debt

It remains the case that the last thing the Biden administration and the Federal Reserve want to see is a further rally in the oil price. One, among several ... Read More»

The Coronavirus Episode! The 3 Sectors Most at Risk and How to Profit

We discuss the 3 sectors most at risk from the impacts of the Corona virus and drill down to identify the three weakest stocks in each.... Read More»

Will Private Equity Blow Up in an Economic Downturn?

If there is an area of American finance likely to blow up in any coming downturn, where the dynamic is driven by the unwind of QE-driven asset inflation, it... Read More»