• It’s time to go short on the U.S. Nasdaq index

    February 19, 2017 | Posted by

    By Richard Jennings, CFA Looking at the 10 year chart of the Nasdaq Composite over the weekend and the returns generated from the nadirs in 2008 it struck me just what a phenomenal annual growth rate has been achieved – in fact just shy of 23% p.a on a compound basis and which is one […]

  • Global markets look set for a renewed near term rally

    May 22, 2016 | Posted by

    By Richard Jennings, CFA The last time we wrote about global markets was here whereupon our timing was fortuitous, with markets rallying by a good several percent thereafter. There is an old stock market saying that, it has to be said like many other supposed stock market pointers, has a hit and miss record and that […]