We witnessed a ripple effect across many asset classes last week. The last week of April saw a reversal of many “crowded” trades to include European bonds, the US dollar and small cap stocks that had run-up significantly prior to the reversal. … Read More ›
Okay, it is never easy to make allocation decisions even when you have a good strategy. I still wonder if this year will be like 2013 and we will miss gains over the summer or will it start to look more like… Read More ›
Most of the losses in the stock market on Friday occurred in the first 15 minutes. The financial media are attributing it to renewed fears of Greece exiting the Euro and China clamping down on margin lending. While Greece adds… Read More ›