Blog

Since our July blog we have been cautious on the market. The market has moved down about 3-4% since the end of July. The...

It’s all about employment. The market is extremely focused on this Friday’s payroll numbers. This focus is on the payroll...

Our latest post was on July 28^th , and our convictions have not changed. The market is still ahead of itself. So why should...

We haven’t posted in a while, because we wanted to let the market run. The Fed induced a low 10yr yield; investor attitude...

Overnight the U.K voted to leave the European Union. The so called Brexit vote has sent equity markets into complete turmoil...

The 10 yr treasury yield has been going lower this week with a low hit this morning of 1.63%. There are many factors...