The Market Has Moved On
Markets rarely announce that a new chapter has begun. They simply move on, leaving investors debating yesterday's story.
The AAA Report
Robin Griffiths' monthly report. A model-driven business cycle trend-following approach to investing.
Latest
Rearranging the Flower Blooms
Three months ago, markets were preparing for recession, inflation and geopolitical turmoil. Instead, they got something far less dramatic: growth.
Leadership Transition
The AAA Model highlights a rotation beneath the surface: after two years of defensive inflation trades, leadership is shifting toward
The Wind of Change
Global markets are being shaped by shifting cycles beneath a noisy geopolitical backdrop. Despite wars, energy shocks, and elevated volatility,
Pilgrim's Progress
February 28th, 2026—mark it down like “Black Monday,” but with more jet fuel. Israel and the U.S. struck,
To be or not to be?
Amid a whirlwind of military threats, royal arrests, court rulings, and tariffs, the AAA Model’s top assets remain unchanged—
Riding The Tiger
With 2025 behind us, the AAA Model proved resilient, shrugging off early wobbles to deliver near-20% gains. In 2026,
Ring out the old, Ring in the New
If you hoped 2025 would be calm, we applaud your optimism—it barely lasted past January. Markets danced between panic
Much Ado about Nothing
The AAA Model continues to scout trends, fading fads, and hidden opportunities across a shifting macro landscape. This month, India
The Bull Lives On
The latest AAA Model rankings show investors still in a risk-on mood. Equities are leading the way, credit is
They Have Pulled the Lever
The Fed’s first rate cut in over a year marks a cautious shift toward protecting jobs as unemployment edges
The Chairman has spoken
Markets are buzzing as Powell teases rate cuts, sending equities into overdrive while the Fed tiptoes between inflation and jobs.
