Global Trend Investor: Issue 5
A few stocks have done spectacularly well this year, mainly in Europe. Breadth is down to 58%, which means strong
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The Strength Is Coming to Europe
Issue 4; The great rotation becomes even clearer when we look at the indices. The USA is now lagging behind
Chaos is the Strategy
Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it'
The Great Rotation
Issue 3; The great rotation is here, and that is why it is such an important time to launch GTI.
Global Trend Investor: Issue 2
Market Overview The clear macro trend is the great rotation from US stocks to the rest of the world has
Global Trend Investor: Issue 1
Market Overview The US still has the best overall trend scores of 2.8x, with Sweden lagging behind. Financials remain
No Free Lunch
Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and
Buy Only the Very Best
2024 surprised with political upheavals, market twists, and global resilience despite Fed tightening. The U.S. economy defied slowdown expectations,
Samson and Delilah
Trump’s victory has fuelled a market rally, with US small-caps, banks, and crypto leading the surge, even as concerns
Contest but no Victory
The AAA Model continues to rank equities as the strongest trending assets, reinforcing our confidence to stay invested even amid
The Fed Went Big
The Fed's recent 50-basis-point rate cut signals more reductions ahead, making bonds seem attractive, but strong equity trends
Fortunes Fool
Global stock markets fell in August, driven by the Bank of Japan's rate hike and U.S. recession
