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25Mar 20

Market Update: Correct Call & Results

The market rebounded sharply yesterday.  Our view prior the the rebound was that the market was extremely oversold and that confidence was building in the market thanks to monetary and…

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24Mar 20

Market Forecast: Rebound

The markets have probably hit bottom after the consistent bad news from the COVID-19 Pandemic.  There are two reasons behind our positive market forecast for a rebound in 2021. First,…

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27Mar 18

New US Middle East Policy

The US policy in the Middle East will become more anti-Iranian over the next couple of months.  The key date here is the Iran Nuclear Deal sign off that Trump…

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27Mar 18

Trade War Forecast

Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese…

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23Feb 18

Monetary Policy Forecast

Our monetary policy forecast stays the same.  In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…

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