Research Notes
MCP Market Update: January 2nd, 2018 – The Year Ahead
As we look forward towards 2018, let's focus on some bigger picture themes: Global Central Bank money printing and interest rate suppression has distorted financial markets pushing investors further out on the risk spectrum. This is at a time when global debt and...
MCP Market Update: March 13th, 2017 – Beware the Ides of March
Fractures in the global equity markets continued last week. I continue to believe we are in an intermediate degree 4th wave (which are almost impossible to trade effectively). A number of global equity markets appear to be topping while commodity bulls have been...
MCP Market Update: January 3rd, 2017 – New Year Ahead
As promised I've undertaken a strategic review of my outlook for 2017. I hope you get some value out of my planning for the year ahead - it took a week to write so I hope you enjoy it! 2017 is now upon us and we expect our themes of strong equities to continue. We are...
MCP Market Update: September 12th, 2016 – Dear Traders…
Dear Traders, After 3 years of publishing my research in the public domain for free, I have decided to move my work behind a paywall. I would like to thank everyone that has followed and supported me over the years. My new website should be up and running within the...
Market Update: July 25th, 2016 – Bearish Bonds
There's not much to add since my last update as equity markets have continued to rally to new ATH's as expected while the US$ remains strong and commodities take a much deserved breather. The most important chart to me at the moment is the US bond market. The reversal...