Companies are rushing to buy back stock. But are they getting a bargain?
U.S. companies are executing stock buybacks at a record pace in 2025. Nearly $1 trillion in buyback...
Will gold continue its meteoric rise this year?
Just days after the U.S. central bank cut interest rates by 25 basis points for the first time in...
Small Caps: Time for a Comeback?
Analyst Weekly, September 22, 2025
After nearly 15 years in the shadows, small caps might...
Fed Cut Front Row
Analyst Weekly September 15, 2025
From EM tech strength to record US buybacks, market drivers...
Payroll Pain
Analyst Weekly, September 8. 2025
Markets are juggling mixed signals. Payrolls disappointed,...
Tariffs on Trial
Analyst Weekly, September 1, 2025
Tariffs in Limbo
The US Court of Appeals just clipped US’s...
AI Stocks: Elevated, Not Euphoric
Every era of investing has its “new, new thing”: railroads in the 1800s, the Nifty Fifty in the...
China Could Shuffle the Deck. What to Expect from Nvidia’s Results?
On Wednesday, we await the quarterly report from a company many consider the most important in the...
Powell Blinks
Analyst Weekly, August 25, 2025
Rate Cut Now in Play
Fed Chair Jerome Powell used his Jackson...
Why is investing in the S&P 500 riskier today?
The S&P 500 index has long been considered the gold standard of passive investing. It offers...