Leading CEO’s are warning of storm clouds ahead. However, recent economic data suggests near-term recession fears are over-blown. Are the Fed hiking too far too fast?
Time to Lengthen Your Time Horizons
Jamie Dimon – CEO of JPMorgan Chase -told the market to brace for an economic hurricane. There’s weight to his comment – however it will be a great long-term buying opportunity if correct.
The Risk/Reward for Equities
What’s the risk/reward equation for equities? My view – the downside risks still outweigh the upside opposite a host of reasons. Let’s explore…
Market Still has Work to Do
The market is likely to experience a technical short-term bounce. But don’t expect it to be sustained. Whilst we may have formed “a low” – I don’t think it’s “the low” for 2022… here’s why
For a full list of posts from 2017…