How Much Fear Is Enough?

How much fear does it take to make a bottom in any financial asset? Our answer is that it comes down to context. At one end of the spectrum, you have …

Tech Vs. Consumer Staples: Twist and Shout

The performance differential between US large cap Technology and Consumer Staples stocks over the last 3 months has been dramatic. Tech is 3.5% lower. Staples are 3.5% higher. And since the …

What’s Really In the US Federal Budget

News today that President Trump has asked every cabinet Secretary to cut 5% from their department’s expenses reminded us of how opaque the Federal budget can be. The name of each …

The Chinese Property Bubble

If there is one sort of financial mania Western investors fear most, it is clearly a housing bubble. It is the perfect storm, economically speaking. Pop a residential property market bubble, …

8 Things Disrupted By Quantum Computing

When quantum computing begins to go mainstream, how will you know if it is giving you a correct answer? After all, quantum exceeds the power of traditional computing so checking its …

Retail Investors Are Buying This Dip

How are US retail investors responding to recent stock market volatility? Two datasets to answer that question: #1. US Google searches for “Dow Jones” and “stock market”. For most Americans the …