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Widening Gaps
In this edition: France's current mess? SARIM called it in June 2024. The USD strength isn't about America. How long...
Bonds Are Screaming, Stocks Are Smiling – Something Has to Give
Chart Book for 5th of October 2026 If there was one market shouting louder than all the others this week,...
Cash, Quality, Gold and a Loaded Gun: How I’d Position for What Comes Next
There are times to be aggressive, and there are times to make sure you’re still standing when everyone else discovers...
Inside the Order Book: Decoding Volume Footprint in Modern Trading
Modern electronic financial markets move at speeds measured in microseconds, yet conventional charting methods remain largely trapped in a two-dimensional...
Stocks Up, Yields Up, Nerves Up – Welcome to Modern Markets
Chart Book for 28th of September 2026 The S&P 500 finished roughly 1.1% higher, while the Nasdaq jumped about 3.2%,...
Growth Diversified Strategy (GDS): August 2026 Investor Update
Portfolio Manager’s Note The GDS Portfolio navigated a challenging global environment in August, marked by political uncertainty, elevated volatility, and...
Trump Talks, Markets Listen – But Europe Has a Much Bigger Problem
Donald Trump went to the United Nations and, depending on your political persuasion, either delivered some uncomfortable home truths or...
The Anatomy of Portfolio Diversification
Portfolio diversification is frequently cited as the single most critical tenet of sensible wealth management, yet it remains one of...
Commodities, Politics and Central Banks
In this edition: DRAM supply accelerates, as Chinese DRAM chip-maker CXMT announced on Sunday that its fifth-generation technology platform had...
If Markets Wanted to Remind Us That Inflation Hasn’t Gone Anywhere, They Succeeded Rather Spectacularly This Week
Chart Book for 21st of September 2026 The S&P 500 finished almost exactly where it started, slipping roughly 0.1%, while...
