The Certainty of Uncertainty
The Donald Trump presidency promised chaos, and on that front, he’s delivering. Since “Liberation Day,” global markets have seen
The AAA Report
Robin Griffiths' monthly report. A model-driven business cycle trend-following approach to investing.
Latest
Tariff Tax Troubles
The U.S. equity market just slammed into a pothole. Trade wars and market rallies mix like oil and water,
Chaos is the Strategy
Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it'
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
The Future Is Not What It Used to Be
Since mid-July, equity markets have faced turbulence, particularly in tech stocks like Tesla and Alphabet. Volatility has been further influenced
All Change
The AAA Model has shifted focus, dropping industrial metals in favour of global equities. Equity markets continue to do well,
Stick with Old Faithful
The AAA Model has performed well, up around 8.5% this year. The Strongest-ranked assets remain unchanged from last month.
