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Market Comment - December
Beginning in 2023, the outlook for the economy was bleak, as investors expected that the rise in interest rates would put pressure on the...
Jan 12, 20242 min read


Market Comment - October
As if the rise in interest rates and much uncertainty about the future of the global economy were not enough, the world was hit by...
Nov 13, 20232 min read


Market Comment - September
Never in the history of the US republic have US Treasury returns been negative 3 years in a row, writes Bank of America. The investment...
Oct 9, 20232 min read


Market Comment - August
Richard Feynman said, "We are trying to prove ourselves wrong as quickly as possible, because only in that way can we find progress." How...
Sep 11, 20232 min read


Market Comment - July
Once again, passive investors are dominating the market. Index investing, by definition, overweights whatever is most overvalued and...
Aug 8, 20232 min read


Market Comment - June
The performance during the past month was once again deceiving, to say the least. The main reason was the strong underperformance of...
Jul 11, 20232 min read


Market Comment - May
While central banks are trying to cool down the economy with rate hikes, governments continue to provide support via fiscal stimulus. The...
Jun 13, 20232 min read


Market Comment - April
Norges Bank Investment Management interviewed Stan Druckenmiller, former Partner of George Soros and co-manager of the Quantum Fund from...
May 16, 20232 min read


Market Comment - March
Volatility picked up in March, as the market witnessed two bank runs that did not bode well for risky assets. The failure of Silicon...
Mar 28, 20232 min read
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