News and Analysis

MANA, Enjin, and Zcash rise against the falling crypto market   The crypto market has cooled off over the last week, with only a few altcoins escaping the downturn as...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for SweetGreen (SG), Lucid Group Inc. (LCID), BioNTech SE (BNTX),...

Summary Focus: The green commodities boom An accelerating carbon-transition is supporting higher-for-longer commodity prices. Demand for ‘green’ metals, from cobalt and lithium,...

ALL-CONQUERING: The US dollar has conquered all this year, outperforming 85% of the 30 major global currencies we track. It has been boosted by the sharp re-pricing of Fed...

Bitcoin just got its biggest upgrade in four years. This marks the first major change to the protocol since SegWit in August 2017, which was followed by a monster rally that saw...

SPINOFFS: Announced breakups by GE (GE), Johnson & Johnson (JNJ) and Japan’s Toshiba highlight for many the ‘death of the conglomerate’. We are not so sure. Spin-offs have not...

SOFT COMMODITIES: A 55% surge in our ‘breakfast’ cost index the past year is outpacing the commodity rally and piling cost pressures on many. This is boosting inflation, interest...

SEASONALITY: S&P 500 has rebounded 9% from October low. This begs the question if the seasonal Santa rally came early? Partly. We are near our 4,700 end year target, but with...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for PubMatic Inc. (PUBM), The Trade Desk Inc. (TTD), Sundial Growers...

First major upgrade in four years set to accelerate Bitcoin innovation After briefly eclipsing all-time highs on shocking inflation figures, Bitcoin settled down to finish the...