News & Views

Market Opportunities & Risks

Equities on Cusp of Danger

October 18, 2021

TB Enigma Dynamic Growth Fund at at end September: -1.6% in September, 11.5% YTD, 22.8% over 1 year

October 10, 2021

FX: Long USD against other majors – USD is expensive but remains in a strong bull market

October 4, 2021

TB Enigma Dynamic Growth Fund as at end May: +7.3% YTD, +24.3% over 1 year and +28.8% since inception

June 3, 2021

Consumer Staples is the Sector to watch – very attractive valuation, several years of underperformance and now starting to outperform

May 13, 2021

Still Overweight Basic Materials: Sector has performed very strongly but is still cheap and not too overbought

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Zero in Consumer Discretionary Sector – in clear relative downtrend and still dangerously expensive

May 13, 2021

Still Overweight Industrials which have good relative momentum and also fairly cheap

May 13, 2021

TB Enigma Dynamic Growth Fund: +3.0% in April, +6.8% Year-To-Date and +27.8% over 12 months

May 7, 2021

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April 28, 2021

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Equities on Cusp of Danger

October 18, 2021

TB Enigma Dynamic Growth Fund at at end September: -1.6% in September, 11.5% YTD, 22.8% over 1 year

October 10, 2021

FX: Long USD against other majors – USD is expensive but remains in a strong bull market

October 4, 2021

TB Enigma Dynamic Growth Fund as at end May: +7.3% YTD, +24.3% over 1 year and +28.8% since inception

June 3, 2021

Consumer Staples is the Sector to watch – very attractive valuation, several years of underperformance and now starting to outperform

May 13, 2021

Still Overweight Basic Materials: Sector has performed very strongly but is still cheap and not too overbought

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Zero in Consumer Discretionary Sector – in clear relative downtrend and still dangerously expensive

May 13, 2021

Still Overweight Industrials which have good relative momentum and also fairly cheap

May 13, 2021

TB Enigma Dynamic Growth Fund: +3.0% in April, +6.8% Year-To-Date and +27.8% over 12 months

May 7, 2021

Test Article

April 28, 2021

Text that everyone can see, even if they don’t pay! You must be logged in to view this content, please login below or click the

Equities on Cusp of Danger

October 18, 2021

TB Enigma Dynamic Growth Fund at at end September: -1.6% in September, 11.5% YTD, 22.8% over 1 year

October 10, 2021

FX: Long USD against other majors – USD is expensive but remains in a strong bull market

October 4, 2021

TB Enigma Dynamic Growth Fund as at end May: +7.3% YTD, +24.3% over 1 year and +28.8% since inception

June 3, 2021

Consumer Staples is the Sector to watch – very attractive valuation, several years of underperformance and now starting to outperform

May 13, 2021

Still Overweight Basic Materials: Sector has performed very strongly but is still cheap and not too overbought

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Increasingly Overweight Financials which are benefitting from steepening yield curve

May 13, 2021

Zero in Consumer Discretionary Sector – in clear relative downtrend and still dangerously expensive

May 13, 2021

Still Overweight Industrials which have good relative momentum and also fairly cheap

May 13, 2021

TB Enigma Dynamic Growth Fund: +3.0% in April, +6.8% Year-To-Date and +27.8% over 12 months

May 7, 2021

Test Article

April 28, 2021

Text that everyone can see, even if they don’t pay! You must be logged in to view this content, please login below or click the

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