S&P500
How Should You Invest Around Market Holidays
Have you ever wondered whether investing around holidays good for your portfolio? We looked at the historical S&P500 returns -…
Political Pressure is Mounting to End the Share Buyback Bonanza
The base case remains that a US-China trade deal is coming. This should continue to support stock markets for now,…
The End of U.S. Monetary Tightening a Tailwind for Emerging Markets and Gold
The past year was a disastrous year for investors in the sense that U.S. dollar cash outperformed all stock markets…
2019 Market Outlook: The Tightrope of U.S. Earnings
Wall Street remains in corrective mode despite hopes of the normal rally into year-end, with the S&P500 now down 11.6%…
FANG Faces the Existential Threat of Disruption and Regulation
The recent breakdown of the S&P500 has revived the base case triggered by the ‘short vol’ unwind in February. That…