News and Analysis

STAGFLATION: Markets are obsessed with ‘stagflation’, the toxic combo of higher inflation and lower growth. It’s Google searches are four times average. This would hurt valuations...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Canaan Inc. (CAN), Qutoutiao Inc. (QTT), Uniti Group Inc. (UNIT),...

Solana and Zcash join the rally with over 20% weekly gains each Driven by an explosive ETF launch, Bitcoin hit new all-time highs above $67K last week before settling back down...

After crashing spectacularly last year during the early stages of the coronavirus pandemic, oil prices have bounced back and surged to multiyear highs in 2021. Recently, the price...

Summary Focus: Investing in the climate boom The 26th U.N. Climate Conference starts this weekend. It has important investment impacts. Expect to see greater net-zero...

BIG PICTURE: Materials and energy are two of the smallest global equity sectors. This is held back by the ‘big 3’ markets (see chart). US, Japan and China are 70% of global...

Record high prices for natural gas in Europe are providing an opportunity for investors Natural gas is a fundamental commodity in our world. Its uses include providing warmth for...

INDEX TITANS: S&P 500 (SPY) and Dow Jones Industrial Average (DIA) are the two iconic US indexes that dominate global equities, and now back at all-time highs. The 500-stock...

October is Cybersecurity Awareness Month. Now, in its 18th year, Cybersecurity Awareness Month is a collaboration between the US government and the National Cyber Security...

FED OBSESSED: We are all obsessed by the Fed. When will they start to taper their massive $8.5 trillion balance sheet? When will they start to raise the world’s most important...