The Punch That You See Won't Knock You Out

A secular bear market (if we get there) does not mean a straight line disaster, but instead a strategy adjustment and broadening of our investment universe will be necessary...

Read more

Missed the Boat?

Market rebounded from the mid-August low. If you have cash, be patient. Wait for a bad day to invest....

Read more

Bigger is Still Better

Larger companies continue to outperform smaller ones. It makes sense to stay overweight them....

Read more

Check This Before Selling

The market is getting oversold. When that happens, the bottom is near. Keep calm and carry on....

Read more

Pay Attention to Bond People

Risk spreads continue to shrink. A good sign for stocks....

Read more

Is there a Sector Rotation?

Industrial stocks start to outperform technology and consumer discretionary....

Read more

Offense or Defense

Growth areas are prevailing at this time. Time to play offense....

Read more

US is Back

US is regaining its leading market position rapidly against Canada....

Read more

A Pause, Maybe?

The momentum of this rally is slowing down. Indicators still point to a stronger market by the end of the year....

Read more

iPhone over Toilet Paper

Consumer Discretionary stocks continue to outperform Consumer Staples. This is a positive sign for the bull market....

Read more