Peter Switzer

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Switzer on Saturday

Obstacles to this stock market rally are yet to emerge

The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined with lower US interest rates, keeps stocks irresistible to growth investors. It looks over-the-top but the pluses for stocks still outweigh the negatives, so it looks largely onwards and upwards into 2026.

September 20, 2025 · 6 min read

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Investing

Seven sexy stocks that could seduce you into taking risks

In the context of the optimistic scenarios prevailing over the pessimistic ones for at least 2026, what sexy or big upside stocks are worth considering? Here are seven, but they come with risk.

September 15, 2025 · 4 min read

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Switzer on Saturday

Dud data drops not a negative for stocks

Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could even be a “jumbo” 50-basis points reduction!

September 13, 2025 · 6 min read

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Investing

Is it time to go defensive? And by how much?

With dramatic data drops raising questions about a US recession and inflation, is it time to be less confident about rising stock prices. If so, what should your defensive strategy be?

September 8, 2025 · 5 min read

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Switzer on Saturday

Disappointing data isn’t hurting stocks

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.

September 6, 2025 · 6 min read

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Investing

Was CSL ambushed by bots? Can we make money out of these unnatural pests?

Many of us have been surprised at the sell off of stocks such as CSL and James Hardie. The magnitude of the negative market reactions suggests that AI-driven bots could be at work. Are these creations of the digital world a problem or an opportunity?

September 1, 2025 · 4 min read

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Switzer on Saturday

We better hope Trump delivers

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.

August 30, 2025 · 6 min read

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Investing

The time for small caps is hotting up

I’ve been sweating on a small cap revival and Jerome Powell’s talk about rate cuts makes me confident that I’m right.

August 25, 2025 · 4 min read

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Switzer on Saturday

Rate cuts & Trump are the main game

Wall Street has waited all week to hear every word the man who has yet to capitulate to President Donald Trump. Fed boss Jerome Powell took the stage for the last time as the top central banker in the USA on Friday at a resort town in Wyoming called Jackson Hole.

August 23, 2025 · 6 min read

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Investing

The 5 most dangerous words for stock players

Historically when people have said “this time it is different” the market has proved them wrong. But with the arrival of Donald Trump, this time things are unquestionably different. So, the question is: Will his difference work against the market, punishing investors who remain long stocks. 

August 18, 2025 · 4 min read