Monthly Archives: May 2022

Most financial advisers and managers talk of ‘defensive sectors’ as a place to take shelter in bear markets (because their business model doesn’t want or mandate them to ever leave equities).  Defensive equities and funds work better in theory than … Continue reading →

As of yesterday, the 27% year-to-date drop in both the tech-heavy Nasdaq and smaller-cap Russell 2000 is the worst start to a year on record.  As shown in the table below, courtesy of Charlie Bilello, the broader-based S&P 500 is … Continue reading →

Good overview of the current cycle starting at 37:37 on the play bar. David Rosenberg of Rosenberg Research begins at 37:37 on the play bar.  Here is a direct audio link. As of yesterday, the S&P 500 is down 17% … Continue reading →