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Stocks valuations pose “clear & present” danger.

Those clients who have been with us since 2010 will know our refrain from issuing unnecessary and/or sensationalist warnings about the economy and markets. In fact, in 2012, the general consensus was that the US economy was about to fall back into recession, a view we opposed to quite some ridicule from certain quarters. Whilst […]

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 IMPORTANT : SEE OUR 1Q2025 ECONOMIC WRAP IN THE COMMENTARY SECTION FOR AN UPDATE ON U.S AND GLOBAL ECONOMY AND RISING RECESSION RISKS.