Should I just keep regurgitating a lot of things that I have been spewing on and off here? The year is slowly drawing to a close. Some of my clients and partners are even more quickly disappearing off on holiday – how lucky. I have started working on my New Year letter (packed with “wild…
Can oil do better in 2024?
Oil prices have cooled a bit in recent months so can the black gold do better or not going into 2024? We can never be sure. The market can take you for a ride sometimes. We have a trading exposure to oil for certain positions. I see the oil market in the middle of a…
Prime time for bonds
Bonds have become more attractive as an investment opportunity due to weaker inflation readings and expectations for Fed rate cuts in 2024. The “higher for longer” mantra has been replaced by the optimism of potential rate cuts in 2024. We should also note the risks. I have been adding selectively in recent months. In their 2024…
Happy Thanksgiving!
I hope you have a fantastic Thanksgiving! Is money really everything in life? It is time to hit the pause button on markets, put the spreadsheets away, and enjoy the company of your loved ones. Thanksgiving is cherished across the US as a time to gather with family and friends, reflect on what we are…
Up, up, and away
I picked up something from Yahoo Finance for those looking for reasons to invest their hard-earned wealth next year. The stock market has had a stellar run in 2023, and the equity strategy team led by Savita Subramaniam at Bank of America expects another strong year in 2024 will send the S&P 500 to a…