The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing global growth and geopolitical uncertainty. Highlighting fears of a slowing global economy was the IMF downgrading its global growth outlook. With a failed Brexit vote and a U.S. government shutdown inside its 4th week, investors took shelter in bonds and gold,…
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
Although the S&P 500 (SPX) would achieve a new, intraday all-time high this past week (Friday), it would fail...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
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