2020 Outlook Receives Boost from Trade Truce and U.S. Election
As we begin 2020, North American equity markets are near all-time highs. Interest rates are at generational lows, trade wars wane, inflation remains low, and economic growth and corporate earnings are poised to improve.
Recessions Risks Remain Contained and Equity Markets to Rise if Trump Impeached
A recession is technically defined as two consecutive quarters of contracting GDP. While the National Bureau of Economic Research (NBER) is the official arbiter of the timing of U.S. recessions, determinations are only possible in [...]
The “Powell Put” – Central Banks to the Rescue
Despite no fundamental improvement, equity markets have been on a tear in 2019. For the first time since 2016, S&P 500 average earnings declined, year-over-year. As geopolitical risks remain elevated, economic and earnings forecasts [...]
Yield Curve Inversions Predict Hyper Stock Market Returns
Last year’s fourth quarter equity market sell-off sparked much discussion in the media, around kitchen tables and in Uber rides alike, about the potential demise of the North American economic expansion. Paradoxically, feckless human nature [...]
Thornmark Alpha Fund Receives 2018 Canadian Hedge Fund Award
The Thornmark Alpha Fund received a 2018 Canadian Hedge Fund Award in the first year it entered the Alternative IQ award program. The Alpha Fund placed 3rd in the Equity Focused 5 Year Sharpe Ratio award.
Alpha Fund a Top Contender for 2018 Canadian Hedge Fund Awards
Thornmark Alpha Fund is a Top Contender for three 2018 Canadian Hedge Fund Awards in the Equity Focused category.
Alpha Fund a Top Performer at Canadian Hedge Watch
The Thornmark Alpha Fund is a top performer for the 3-month, 1-year and 3-year periods.
Dividend & Income Fund # 1 at Globe Investor
Thornmark's Dividend & Income Fund is the TOP PERFORMER in Canada out of 1,147 funds and ?? ?? ?? ?? ?? ratied (out of 5 stars) according to Globe Investor, for the 15-year period ending July 31, 2018.