Rashpal Sohan

AAA: February Edition; Our AAA Model is actively buying the weakest equity markets, in a “dash-to-trash” strategy. Many investors are hoping for a Fed pivot and an economic soft landing, but this optimism is misguided. Despite the decline in the headline USA inflation rate, evidence suggests that the worst may

AAA: January Edition; A US recession is around the corner and the global manufacturing sector already appears to be in one. We have lived through the most aggressive Fed tightening cycle since the early 80s and are not convinced the bear market is over. Much like a frog being slowly

AAA: December Edition; The AAA model made a peak of 20% by June. It has lost some of that since, as profit taking has set in, but we still have a winning formula. The Global Equity Bear market will continue into the New Year. Inflation is falling but is still

AAA: November Edition; Most stock markets rallied last month. On average, the rally was of 16% but after it was over they are all still down 10% this year to date. The rally is not the start of a new bull move but a bear market rally. It will probably

AAA: October Edition; The World is in a mess and the Global equity bear market rages on. The situation in the United Kingdom is a complete and utter omnishambles. Ending the chaos and restoring credibility is a herculean task. Cuts will have to be made and a return to a

AAA: September Edition; The Fed has admitted they have to inflict pain to quash inflation, even if the price is higher rates, a US recession and rising unemployment. The global equity bear market is not over. Markets have failed to break out of the descending channel in place since the