Our past reflections on the news, dosage views and concerns of the investing world.
- S&P 500? More Like The S&P 5 (June 2024)
- Is The Battle Won? Inflation and Interest Rates in 2024 (December 2023)
- Hey ChatGPT, Tell Me Whether a Recession is Coming in 2023 (June 2023)
- The Road to Recession – Fears of a Downturn Dominate (December 2022)
- The End of an Era – Inflation Kills Market Momentum (June 2022)
- COVID-19 in 2022 – Here We Go Again (December 2021)
- Inflation and Market Madness (June 2021)
- Life After 2020 – A Historic Year, to Say the Least (December 2020)
- The Coronavirus Crash and Rally (June 2020)
- A Strong Year For Stocks Despite Risks (December 2019)
- A Dovish Tone - Stocks Rally on Central Bank Caution (June 2019)
- A Year of Volatility and Uncertainty (December 2018)
- Momentum Wavers as Tensions Rise (June 2018)
- All-Round a Better Than Expected Year (December 2017)
- A Mixed Bag – But Momentum Remains (June 2017)
- Transition - Make Stocks Great Again? (December 2016)
- 2016 Market Volatility – and maybe beyond? (June 2016)
- Oil, China and the Diverging of Economies (December 2015)
- The Greek debt saga and our range-bound markets (June 2015)
- The price of oil and the world economy (December 2014)
- Is there still upside in the stock market? (June 2014)
- Removing the U.S. economy's prop (December 2013)
- Ahead of the curve, the Fed's open mouth policy prevails (July 2013)
- Tackling real, but still manageable challenges (January 2013)
- Disciplined investment strategies will prevail (June 2012)
- 2011: The Unexpected and More of the Same (December 2011)
- Economies Still Recovering? (June 2011)
- Markets Climb Up the Wall of Worry (December 2010)
- Tracking the Recovery (June 2010)
- The Great Recession Ends - Now What? (December 2009)
- Over the Horizon - Recovery? (June 2009)
- A Year of Uncertainty and then Opportunity (December 2008)
- Market Cycle: Where Are We? (June 2008)
- U.S. Recession? (December 2007)
- Bond Yields Rising (June 2007)
- A Soft Landing? (December 2006)
- Inflation Concerns Rising (June 2006)
- An Unusual Year (December 2005)
- Investment Perspectives: Welcome (June 2005)