Forward Note - 20260315
Equity markets finished the week down again as the mood darkens with the prospect of a longer war in Iran: the S&P 500 lost a little more than
Forward Note - 20260308
What a week it’s been. Despite holding up fairly well early in the week as the markets were hoping for a quick and swift resolution, the lack of clarity
Forward Note - 20260301
The market closed another choppy week. NVDA’s earnings were stellar, yet the reaction was muted — giving more credence to the prevailing mindset among participants: if the AI transformation is
Forward Note - 20260222
Another week of discomfort in the US equities market but another week where from a pure rational standpoint, nothing much happened. Sure the market closed up for a little bit
Forward Note - 20260215
Another week is down for the US equity markets, with the SP500 losing a little more than 1% while the Nasdaq100 lost slightly less than 1%. This has been a
Forward Note - 20260208
The markets were nervous this week, but they didn’t break. The S&P 500 ended the week mostly flat, but the great rotation out of technology and into
Forward Note - 20260201
In your career, there are moves you never forget. As far as we are concerned, the first one happened when we were not even “professionals”: the Flash Crash of May
Forward Note - 20260125
In recent years, the World Economic Forum in Davos has become somewhat of an obligatory rite of passage on the geopolitical scene. While most discussions happen behind closed doors, important
Forward Note - 2026/01/18
Another fairly quiet week when it comes to equities price action. Despite the major indices finishing in the red, with the S&P 500 losing a little less than