Last Hurrah
Stock markets are following the expected seasonal pattern, experiencing a correction between Spring and Autumn and a rally since the
Rashpal Sohan
Rashpal Sohan is the Managing Editor of The Adaptive Asset Allocation Report. Rashpal is a quantitative finance expert who developed the model for the AAA Report.
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Let Slip the Dogs of War
The recent Hamas attack has sent shockwaves globally, sparking fears of a devastating Israeli retaliation. This marks the second active
Higher for Longer
Amidst financial turbulence, our message stands firm. While US headline inflation has surged due to the price of oil, core
Correction on Cue
Global stock markets are currently experiencing a correction anticipated by seasonal trends and the Presidential election cycle. Historical data spanning
Where's the Recession?
US Inflation has fallen significantly, exciting the market. Many investors believe the Fed has achieved a soft landing, but we
Great Expectations
Global stock markets have experienced a notable rally this year driven primarily by the Fear of Missing Out (FOMO) phenomenon
Mind the Gap
The AAA Model identifies equities as the strong trending assets, but it is clear that significant gaps exist with the
Follow the Powell Spread
Equity markets are rallying but few have made annual rolling highs, indicating that the current situation is not the beginning
Go for Gold
The US banking system is in crisis. The Fed’s aggressive monetary tightening has resulted in the second and third-largest
Silicon Valley Bank: Never Just One Cockroach
With the pace and rapidity with which the Fed has been tightening – all the while peddling the “soft landing” narrative
Rent. Don't Own.
Our AAA Model is actively buying the weakest equity markets, in a “dash-to-trash” strategy. Many investors are hoping for a
