December - 2017

The Bulls & The Three Red Flags

What is in store for Economies and Markets in 2018? Around this time of year, many analysts and fund managers are giving their views. The last time the market consensus was as optimistic as today was shortly before the financial crisis started unfolding. Now, as then, we see a groundswell of optimism: the probability of equities being higher by the end of 2018 is 61%, and that shares will beat bonds is 70%. There is only a 27% chance of a global recession. They are not worrie

Goldilocks for Thanksgiving

As the US sits down to enjoy a long week-end filled with turkey, stuffing and sweet potatoes, we take this opportunity to sit back and review the market’s performance. Barely a day goes by without Wall Street hitting a new record high. The market has kept marching upwards despite all the headlines about the rise of the far right in Europe (remember?), a North Korean nuclear threat, and natural disasters like hurricanes. One indication why the market keeps rising can be found

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Market Comment November 2020 -Trouble in Paradise?

Market Comment October 2020 - Chasing Snowflakes in September

Market Comment September 2020 - Timing the Market vs. Time in the Market

Market Comment August 2020 - Cloud Computing No one goes back to using paper and manual processes

Market Comment July 2020 - Who Is Zoomin' Who?

Market Comment June 2020 - Buy In May & Stay!

Market Comment May 2020 - We take seconds of FAANG, Hold the GRANOLA for now!

Market Comment April 2020 - Corona Lockdowns and Looking Forward to May

Market Comment Update - The Coronavirus & The Markets

Pomona Wealth Market Comment February 2020 - The Chinese Woes of 2020

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