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GeoContagion

GEOPOLITICS and the Contagion

GeoContagion The recent Russia-Ukraine war has had a major impact on the world. The violence and devastation is mostly limited […]

Turmoil Opportunity

Turmoil Opportunity

Turmoil Opportunity Earlier episodes have touched on the changing market conditions and the need for adaptation. Nobody could have predicted […]

Buy, Hold, Sell, Hedge

Buy, Hold, Sell, Hedge

Buy, Hold, Sell, Hedge The Covid economic recovery saw a major rally across markets which let’s face it, provided perfect […]

The 2022 Commodity Super Cycle

Commodities super life cycle

The 2022 Commodity Super Cycle For the first time in a long-time, commodities have actually outperformed equity prices in 2021. […]

Lessons From the Green Room

Lessons From the Green Room

Lessons From the Green Room A lot goes on backstage – particularly with some of the influential people that host […]

2022 Stock Market Strategy

Stock Market Outlook

2022 Stock Market Strategy In what started in as early as November last year, we’ve seen a major sector rotation […]