Weekend Insights

We have a list of stocks that look good on the chars & thus could surprisingly outperform quite nicely in Q4.

The stock market continues to hold up well, but expensive markets can become extremely vulnerable in times of uncertainty.

"Interest rate cuts are not like QE programs...which provide significant stimulus to the markets almost immediately. Instead, those rate cuts take a hear or more to have a big impact."

The Middle East crisis is starting escalate at a faster rate…and the markets are ignoring it. So, if it becomes a full regional war, the stock market will become extremely vulnerable.

"The seeds of the next recession have already been sown…in the same way they have been in the past."