If Wall Street’s gurus get 2026 right, US stocks may soon qualify for a history lesson. Another year of gains would turn the current rally into the longest uninterrupted run since the lead-up to the Global Financial Crisis. According to a recent article by Bloomberg News, sell-side strategists are marching in unusually tight formation. The…
Nobody should work on a Sunday
It is early Sunday morning and my mind is already wandering back to the economy and the markets. I know I should not be thinking about spreads, cycles, or positioning before the week has even begun but some habits especially the long-standing ones do not disappear just because the calendar flips. The new year always…
Teamwork makes the dream work
Lately, I have been meeting people who could be a great fit for our growing team especially those who would much rather spend their time engaging with people than wrestling with spreadsheets or staring at market charts all day. In short, I’m looking for natural communicators. People who enjoy prospecting, building relationships, and opening doors…
The market did not care who was right in 2025
Happy New Year! The calendar flips and I would like to wish everyone a healthy, calm, and prosperous 2026 ideally with fewer surprises but just enough volatility to keep markets interesting. Well, 2025 defied no shortage of bearish forecasts. It was supposed to be the year of the crash due to President Trump, and instead,…
Season’s greetings
As the year draws to a close, I would like to take a moment to thank you for the trust, collaboration, and many thoughtful exchanges we have shared throughout the year. It has been a busy one by any measure, and your continued engagement has made the journey both productive and rewarding. With the year-end…