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Negative guidance from the Fruit on demand for the new iPhone 14 pro has reinforced the already bearish prevailing bias in equities. From...

As the northern hemisphere summer rally unfolded, we warned that it was probably a counter trend (bear market) one and maintained a...

Markets, whether in a bull market or a bear market, never move in one direction. As Dr. Burry noted on the bird app this week, in the...

A cliché we often hear is that markets hate uncertainty. That tends to wind us up because markets are always uncertain as human beings...

It is clearly an understatement to say that the broad selling in equities became extreme last week. From our perch, that sets the stage...

The rally in the US dollar and depreciation of the Japanese Yen has become episodic. Clearly it has not gone unnoticed and is now the...

It is an obvious point, but volatility is a derivative of price itself. From our perch, there has been a notable moderation in bond and...

The crash in trash (profitless technology companies) has been brutal year to date and from the peak in February last year (-40% year to...

The recent market obsession – inflation – wasn’t quite as bad as feared, with the core reading falling well short of the consensus...

Oh boy, what a quarter it has been in markets. The round trip on the S&P500 (the global risk proxy) has been -14% from the early January...