News and Analysis

Major developments for the week MicroStrategy buys 9,245 more BTC at $623M, now owns 1% of total BTC supply Avalanche Foundation to launch Phase 1 of its Memecoin Rush...

RETAIL: Retail investor numbers are growing fast. Up by a quarter in two years, led by younger and female investors. They own near a third all US stocks, for example. And...

Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes latest market data, the house investment view, and ‘special’ focus on cash on the...

LOWS: Cereals prices have halved vs their 2022 peak after Russia’s invasion of Ukraine. Whilst soybean prices have fallen more than broad commodities. All three are near...

SPLIT UP: Company spin offs are leading corporate activity. Unilever (ULVR) demerging its ice cream unit incl. Ben & Jerry’s. Holcim (HOLN.ZU) its US aggregates business....

STYLES: Dividends and especially stock buybacks are coming back into style with investors. With their chronic 2023 style underperformance narrowing sharply this year (see chart)....

Major developments for the week Bitcoin continues ATH trajectory, hitting $72.8K before correcting Ethereum Dencun upgrade goes live: Arbitrum introduces the Atlas...

TURNAROUNDS: Charlie Munger of Berkshire Hathaway (BRK.b) once said turning around a struggling business was ten-times harder than people think. Yet it is one of the most popular...

Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes latest market data, the house investment view, and ‘special’ focus on Golds vs...

DEBT: The world’s rising debt mountain is a worry, but comes with silver-linings. The bad news is that the mountain grew to over $300 trillion last year. Equal to $39,000/person...