Crucial leading indicators of the global and European economies continue to deteriorate. How should investors position their European portfolios to benefit from these trends?...
This morning's employment report, particularly the downward revisions to prior months, strengthens our conviction that the US economy is headed for recession....
Central bank gold buying is likely to remain a tailwind for the yellow metal, supporting a continuation of the rally over the coming years. We maintain a long strategic position in COMEX gold and recommend an overweight to the yellow metal within commodity portfolios....
The NFL is opening the gates to the barbarians. No majority ownership is allowed...yet. However, that will not limit the upside in Growth Equity investments. Investors should cheer, so should fans....
There has been a decoupling within the global semiconductor industry. Demand for AI and advanced chips has been booming. Yet, sales of legacy and non-AI semiconductors have failed to recover. Given their spectacular run-up, share prices of high-end and AI-chip producers might continue selling off ev...
The 15 percent slump in the relative valuation of US tech stocks versus bonds is a bubble starting to burst. Yet the adjustment has been relatively benign so far because a large part has come from the bond price going up. Unfortunately, the adjustment has much further to run and could ultimately tur...
