Investing in emerging markets has the potential to generate high returns and also bring potential diversification benefits. Our case for emerging markets is justified by four principal causes: · Emerging markets (EM) possess a high rate of growth of GDP … Continue reading →

In our last commentary, we looked at the powerful nature of rebounds following large stock market drops. Our conclusion was that large stock market losses have historically been followed by significant moves higher. Historians will be heartened that, once again, … Continue reading →

Last November when the market declined sharply, a number of managers declared that the stock market had hit the bottom. Despite those declarations, stock market indices continued their descent to new lows in the first quarter of this year. From … Continue reading →

Since the beginning of 2008 (the past 21 months) the S&P 500 has lost 25%. Yet, despite having lived through the most significant stock market decline since the great depression, almost all of the investors with our proprietary system have … Continue reading →

In our third quarter commentary when we noted that the markets were down 20% year to date, little did we know that the most forceful declines were still to come. In October the stock market went into a free- fall … Continue reading →