August 15, 2022
Déjà Vu All Over Again
Recession fears and bargain prices in quality small caps (Aug-22)
April 20, 2022
Generating the Highest Returns with the Greatest Probability
Targeting higher returns (Apr-22)
February 14, 2022
Is the (Liquidity) Party Over?
Inflation, interest rates and liquidity (Feb-22)
October 12, 2021
Inflation and Bond Yields Coming Out of Lockdown
Rise of inflation and bond yields (Oct-21)
June 11, 2021
The Liquidity Cycle and the Value of Scarcity
The influence of market liquidity (May-21)
December 31, 2020
Three observations for year end
Expectations and forecast for 2021 (Dec-20)