News and Analysis

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Avis Budget Group Inc. (CAR), Bed Bath & Beyond Inc. (BBBY),...

Ethereum, Polkadot, and Solana hit all-time highs As Bitcoin rapidly approaches all-time highs above $67K, Ethereum, Solana, and Polkadot are already celebrating new records....

SIGNS OF LIFE: ‘Re-opening’ stocks should accelerate. Attention focused on car rental this week, as Avis (CAR) share price doubled after strong results. But all should benefit as...

STARS RE-ALIGNING: Small caps are recovering after going nowhere for six months. They are very exposed to the virus-driven economic rebound, and valuations are at decade lows....

BOND OR EQUITY INVESTORS? Bond investors are expecting high levels of volatility. Equity investors see little volatility (see chart) and lower tail-risks. Bond investors expect...

Investors have a bird’s-eye view of the driverless revolution happening before their eyes Recently, Cruise, the autonomous vehicle subsidiary of General Motors, announced that...

DUTCH DELIVERANCE: Holland (EWN, AEX) is the best performing major market this year (see chart), 10pp more than the 2nd performer. On the face of it the driver is clear. Dominant...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Bakkt Holdings (BKKT), Lucid Group Inc.(LCID), Ocugen Inc....

New Ethereum high overshadowed by mega gains for Shiba and Mana Bitcoin is holding above $60K as traders celebrate the thirteenth anniversary of the release of the whitepaper....

Summary Focus: The resilient retail investor Retail investors are more important than ever. Our Q3 12-country survey shows inflation leads the perceived risks, but investors are...