Trade the Rally, Don’t Marry It

Trade the Rally, Don’t Marry It

The S&P 500 and NASDAQ kept pushing into record territory, and yes, the headlines look lovely. New highs, AI enthusiasm, tech optimism, all the usual confetti. But let’s not kid ourselves. This is not some grand, broad, healthy bull market where every sector is...
Markets: Still Climbing, Still Wobbly

Markets: Still Climbing, Still Wobbly

Markets spent the past two months doing what markets often do when the world looks half-mad: they climbed the wall of worry, had a little look over the top, then remembered there was war, inflation, central banks, oil, politics, and plenty of nonsense still waiting on...
Sixty-Nine… Strangely Enough, Not My Favourite Number

Sixty-Nine… Strangely Enough, Not My Favourite Number

I turned 69 this week, which is an awkward number to announce in polite company and an even more awkward one to celebrate while watching these markets pretend they know what they’re doing. At my age, I’ve learned two things. First, never trust anyone with a microphone...