Category Archives: Behavioural Finance

China Trade War Now Post 2020 So Focus on Currency War

President Trump is not likely going to get a trade deal with China before the next election. He basically told us that on Friday, and it’s confirmed my market chatter today. What’s plan B? Currency wars. In studying the 1987 stock market crash, there we

World Energy Supply and Demand Outlook

Basic economic analysis looks at the relationship between demand and supply. There are two major ways prices move higher. And increase in demand (the good way) and decrease in supply (the bad way) in terms of the outlook for the energy sector. Back in 2014,

2019 Outlook and 2018 Recap of Berman’s Calls

If you haven’t heard me say this 100x before, or are just tuning in to hear what yet another one of these “talking heads” thinks is sure to happen in markets – let me disappoint again – NO ONE KNOWS what will happen next in

Trump: The Trade Grinch That Stole the Christmas Rally?

Seasonality is often an important consideration in your asset allocation. So far in 2018, the seasonal pattern has not held at all. The market was strong in January, August and September, where history suggests weak markets. So far in Q4 that is an historically strong