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Backed by Experience, Driven by Facts
Flextion is not built on opinions—it is built on a foundation of rigorous analysis, extensive academic research, and years of industry expertise. Every insight is backed by a deep understanding of financial markets, honed through the meticulous study of historical data, 3-year rolling trends, and proven investment frameworks.
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Lost in the noise of trade disputes, military conflicts, and economic uncertainty is one inescapable fact: global debt has exploded—from $40 trillion in 1997 to more than $350 trillion today.
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Confusion has become a feature of U.S. policy direction. The Trump administration’s mixed messages on trade and Federal Reserve policy no longer surprise markets—but they do sow deep uncertainty.
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Back in 1990, I conducted a qualitative “backtest” to identify patterns that preceded strong periods for value stocks. The signals were clear: headlines were dominated by fears of a recession, global crises, credit crunches, monetary policy uncertainty, rising bankruptcies, and a narrow group of growth stocks outperforming everything else.
Insights
Bigger isn’t always better—especially when market leadership starts to crack. In first quarter, the so-called Mag 7 mega-cap stocks posted their worst underperformance on record, dropping nearly 16%.
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The United States’ sweeping tariffs—levied on virtually every nation, inhabited or not—have thrown the global economy into disarray.
Insights
Investing internationally may offer more than just diversification—it could be the key to capturing a generational shift in market leadership.
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For over 40 years in asset management, I’ve observed a recurring pattern that few want to admit: the investment industry thrives on cycles—not just market volatility, but the predictable ebb and flow of client assets. And while most conversations focus on the market’s ups and downs, the real tragedy lies elsewhere—in investors’ self-inflicted wounds.
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