FinTech (financial technology) is one of the fastest-growing areas of technology today. An innovative, dynamic industry, fintech is disrupting a wide range of business models,...

FOOD: Agriculture commodity prices bucked the 4% fall in the broad Bloomberg commodity index this year. The impact on ag prices from the 2022 Russian invasion of Ukraine has...

GROWTH: The global economy is doing better than expected. The IMF is the latest to raise its GDP growth outlook for this year, at the same time as cutting inflation forecasts....

HEAT: Temperatures have soared as climate change is boosted by a growing El Nino. Weather seasonality has long been a driver for some. Like travel stocks or pool supplies (POOL)...

DOW: The Dow Jones Industrials (DJ30) winning streak highlights the healthy broadening of the US stocks rally outside of the ‘magnificent 7’ big tech stocks. To traditional Value...

Barbie and Oppenheimer just came out in theaters. But they’ve both been a hit in portfolios for a few months now. BEACH (booking, entertainment, airlines, cruise, and hotel)...

STEALTH: Emerging Markets (EM) has been the perennial laggard of global stock markets for years. Much of this has been driven by the growing size, and underperformance, of China...

DOLLAR: The US dollar index (DXY) slumped below 100 last week as lower US inflation cut rate hike expectations, and the stocks rally eased safer-haven demand. The euro-heavy DXY...

EARNINGS: Stock market returns this year have been nearly all led by higher valuations. This is putting a spotlight on earnings to start providing some needed support. But weaker...

COMMODITIES: Silver has led the precious metals rally, up 33% in a year, and been one of the few stand outs in a miserable year for broad commodities. Precious metals have been...