News and Analysis

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Tower Semiconductor Ltd. (TSEM), Upstart Holdings Inc. (UPST),...

Summary Focus: Drivers of the earnings surprise With valuations under pressure from higher interest rates, our bullish earnings outlook is absolutely key to markets. Company...

A NEW WORLD: We are now in a different investing world. Macro headwinds are greater and returns to be lower. The days of just getting long US and tech are gone. We see a rare...

THE STAND-OFF: Sharp opinion differences between ‘Main Street’ and ‘Wall Street’ are nothing new. But the implications of who is correct now are large. Main St. is worried on the...

“We cannot always predict but we can prepare.” Market cycles are a fact of life. Completely normal, but impossible to predict when they will happen. There are bullish periods...

BURGERNOMICS: The Big Mac index is a useful short-hand for FX valuation, with a decent medium-term record. Updated numbers (see chart) show the USD strength, after its 2021 rally....

As part of its ongoing commitment to offer all its users a broad variety of cryptoassets, eToro is happy to announce that it is launching a number of new tokens. Now available on...

REOPENERS UPSIDE: So-called ‘re-opening’ stocks are up this year (see chart), resilient to the omicron virus spike and market volatility. They are now set to benefit from...

Summary Focus: looking for opportunities in ‘tech’ ‘Tech’ is now bigger and much more diverse than it seems. We look for correction opportunities as Fed risks are now better...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Bakkt Holding (BKKT), Castor Maritime Inc. (CTRM), Catalyst...