It’s time to take some profits

Stocks are living their best life while the dollar is having its worst year since 1973

“A latter-day Rip Van Winkle… napping since the start of the year, might think not much had changed” over the past six months in financial markets, says Randall Forsyth in Barron’s. The S&P 500 index

Europe has been a winner while US has been a (relative) loser

Picking through a murky market outlook for the rest of 2025

Issue of the week: are markets too complacent? ...

In the world of bonds and fixed income, US billionaire Howard Marks is a titan. After making a name for himself at Citicorp in the 1970s and then TCW Group in the 1980s trading distressed bonds, he fo