April Showers
Global equity markets have experienced a correction but it hasn’t triggered a significant bearish trend yet. The sell-off has
The AAA Report
Robin Griffiths' monthly report. A model-driven business cycle trend-following approach to investing.
Latest
Full Steam Ahead
The global financial landscape is experiencing a surge in investor risk appetite, highlighted by a new high in the Global
All-Time Highs
Global equity markets have significant momentum, with 40% on our radar, making new all-time highs. Even though we are late
The Price Has the Answer
Despite reliable indicators warning of a looming US recession, historical data suggests they can be early. In election years, a
Turning the Page
In 2023 investors faced a challenging landscape as economic growth fundamentals and the stock market took divergent paths. Despite reliable
Last Hurrah
Stock markets are following the expected seasonal pattern, experiencing a correction between Spring and Autumn and a rally since the
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
