by adrian tout | Apr 20, 2024 | Investing Lessons, Risk, S&P500
S&P 500 likely to fall a little further yet How to become an ‘antifragile’ investor Thoughts on the old Wall St. adage “don’t fight the tape” Below is another one of my favourite Warren Buffett quotes: “The stock market is a...
by adrian tout | Apr 17, 2024 | Earnings, S&P500, Stocks
A healthy sign when the market pauses for air A strong shift into more value / defensive names Companies missing earnings getting hit hard For almost 23 straight weeks (from late October) – the market has effectively gone straight up. It added something like...
by adrian tout | Apr 15, 2024 | Fed Reserve, Gold, Interest Rates / Bonds, Lessons
Bond yields are surging – but do you buy now? One key signal to potentially help time your entry; and Is the long-term correlation b/w bonds and gold broken? Treasury yields are surging… The U.S. 10-year treasury – a rate which every financial asset...
by adrian tout | Apr 10, 2024 | Inflation, Interest Rates / Bonds, Macro / Economy
Say goodbye to three rate cuts for 2024 – as CPI rips higher Why small business is feeling the pain of ‘non-core’ inflation Another opportunity presents with the US 10-year yield I’ll start with a quote: — Small Business Optimism Index I...
by adrian tout | Apr 7, 2024 | Fed Reserve, Interest Rates / Bonds, Macro / Economy
Market sees a 2% chance of no rate cuts this year Several reasons the Fed can afford to “wait and see” Still expecting a buyable pullback At the time of writing, the market is pricing in three rate cuts for 2024. But is this realistic? My argument is no....
