News and Analysis

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...

EVERYTHING RALLY: Equities have set new records and resilient to rising inflation. We are positive on the fundamentals, seeing more profit surprises ahead, and still low bond...

NEXT TESLA: Yesterday saw the year’s biggest IPO, of electric SUV maker Rivian (RIVN). The c.$100 billion valuation reflects the booming EV outlook. Industry volumes are seen...

Time to get those wallets ready, because we’re about to go shopping. Whether you enjoy brushing shoulders with others at the store or prefer the comfort of your own couch, you...

EXPECTING: China’s 13th annual Singles Day shopping event tomorrow is the world’s largest. But this year is different. It has a longer sales-season (like last, for the first...