Portfolio Strategy Update

The Strategic view remains the same: US is currently in the Terminal Expansion stage of the Business Cycle, and we expect a recession to begin by either Q4 2022 or Q1 2023 (...)

October 2, 2022

Portfolio Strategy Update

The Strategic view remains the same: US is currently in the Terminal Expansion stage of the Business Cycle, and we expect a recession to begin by either Q4 2022 or Q1 2023 (...)

September 25, 2022

Portfolio Strategy Update

The Strategic view remains the same: US is currently in the Terminal Expansion stage of the Business Cycle, and we expect a recession to begin by either Q4 2022 or Q1 2023 (...)

September 19, 2022

Financial Sense Interview: Nord Stream Shutdown, Global Impacts of European Energy Crisis

James Kostohryz discusses in depth the financial and economic impacts of the Nord Stream in an interview with (...)

September 12, 2022

Portfolio Strategy Update

The Strategic view remains the same: US is currently in the Terminal Expansion stage of the Business Cycle, and we expect a recession to begin by either Q4 2022 or Q1 2023 (...)

September 11, 2022

Relief Rally For U.S. Stocks Likely

After a sharp decline, the US equity market appears to be in the process of emerging from oversold technical conditions and from behavioral conditions characterized by unusually intense bearishness (...)

Nord Stream Shut-Down: A European Crisis With Global Implications

The indefinite shut down of natural gas flows via the Nord Stream 1 pipeline will trigger a severe recession in Germany and Europe (...)

September 6, 2022

Portfolio Strategy Update

The Strategic view remains the same: US is currently in the Terminal Expansion stage of the Business Cycle, and we expect a recession to begin by either Q4 2022 or Q1 2023 (...)

September 4, 2022