Articles
The presence of worries is bullish and tempers expectations
Winning the inflation war was never about dropping prices, just slowing their rise
History shows that movements up or down predict little about stocks’ direction
The often ignored factor is having a dramatic effect, especially in Europe and the UK
Markets expect economies to weather tariff terror
Any strategy reliant on cherry-picked data is not viable
Tariffs always hammer the imposing country most
Trying to time markets based on widely known factors is folly, and so is selling amid panic
Dial down technology, focus on value and tilt towards growth-oriented categories
Technology has blurred geographical limitations so anyone, anywhere can build a business
Even moderate GDP growth in the EU will bring huge gains
Markets have proved that interest rate movements are a small variable and pale in comparison to larger trends
Bull market can shrug off threats from European conflict or Middle East tensions
Extreme returns are normal in the long term and the market’s current strength is common
Fluctuations in unemployment data do not necessarily pose a threat to economic growth and the bull market
