News and Analysis

While the term “luxury” can be hard to define, it’s not hard to spot luxury goods. Rolex watches, Louis Vuitton handbags, Chanel sunglasses, and Tiffany & Co jewellery are...

HALF TIME: US earnings have passed the half-time hump, with Europe catching up fast. There has been more individual company drama than we would have liked, particularly with ‘big...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for JD.com, Inc. (JD.US), NetEase, Inc. (NTES), Meta Platforms Inc....

Crypto market wavers as Wall St. and sovereign states embrace Bitcoin April proved to be a cruel month for Bitcoin, which finished with 16% losses on Saturday after continuing to...

Summary Valuation pressures are still high Near 3% US 10-year bond yields have a lot to answer for, slashing the value of future cash flows and driving the stampede from...

UH-OH: As if investors needed another reason to be cautious right now, it’s nearly May!  One of the most famous finance adages says, ‘sell in May, and go away’. There is some...

RETEST: Markets are retesting year-to-date lows. The dramatic Fed interest rate pivot has driven up bond yields, a sharp valuation derating, rotation from Tech, and now stoking...

MOJO: On Saturday Berkshire Hathaway (BRK.B), the largest US non-tech company, will host its ‘carnival of capitalism’ annual meet live from Omaha for the first time since 2019. It...

NOT JUST NETFLIX: Our ‘work-from-home’ (WFH) stock basket has slumped 23% this year, double the S&P 500 fall, and it has now given back all its post-pandemic outperformance...

Last Week’s Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Tesla Motors Inc. (TSLA) and Intel Corp. (INTC). Tesla Motors Inc....