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Market Comment - November
The market celebrated a stunning rally, with an extraordinary performance for the month of November. A comparable November strength has...
Dec 11, 20232 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 10, 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 9, 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
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