Founded by John Horseman in July 2000 the company provides money management expertise covering various equity strategies. We are owned entirely by the founding partners and directors …
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"If growth in US oil activity has been a key driver of durable goods and activity, the change in US oil drillers from accumulating DUCs to running them down, should lead to a slowdown in employment growth."
"Despite the Bank of Japan’s best efforts, the Nikkei still has a tendency to move with employment."
"If investors are looking at the stock market as an alternative to corporate bonds, the risk/reward looks poor."
"The value traded in Bitcoin in 2019 has far surpassed the levels seen at the peak, in late 2017. Yet strangely, the rally in 2019 seems to lack the hype and hysteria seen previously."
"Even before contemplating US – China relations, or problems in the Eurozone, markets are sending signals that market prices of volatility are too low and about to move higher."