Author: Topturn Capital

If you blinked, you might have missed it. April 2025 delivered one of the most remarkable financial market turnarounds in recent history. After a sharp sell-off driven by fears of new tariffs and geopolitical uncertainty, global...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

Markets are jittery, global headlines read like a slow-motion economic collision, and investors, especially the more conservative ones, are wondering whether they should be acting more defensively or sticking to long-term plans....

The year 2024 stood out as a period of robust performance for US markets, highlighted by a 25% total return S&P 500, right after a 26.3% gain in 2023. This success came despite weak global growth and underscored the unique...