News and Analysis

The Daily Breakdown takes a look at the big rally on Wall Street and the recent breakout in Bitcoin. Can BTC continue to run? Wednesday's TLDR Stocks set for more gains...

Recent rally in FTSE 100 stocks with Chinese exposure, reflects growing investor optimism as US-China trade tensions, at least in rhetoric, may ease. HSBC and Standard Chartered,...

The recent downward trend in the US dollar is more than a macro footnote- it has clear implications for portfolio construction and asset allocation. For investors with global...

The Daily Breakdown takes a look at Monday's selloff in stocks, gold's run to record highs, and the notable strength in shares of Spotify. Tuesday's TLDR Trump’s issue with...

Tesla and Alphabet headline a busy week of earnings. The Daily Breakdown digs in as volatility remains heavy. Monday's TLDR It’s a big week of earnings UNH looks for...

As George Soros once said: “When a long-term trend loses its momentum, short-term volatility tends to rise. It is easy to see why that should be so: the trend-following crowd is...

From smartphones to AI data centers, nearly every digital breakthrough today relies on ever-smaller, more powerful chips. At the heart of this transformation is $ASML—Europe's...

Introduction: The Chocolate Crisis No One Saw Coming In early 2024, the world’s sweet tooth met a bitter reality: cocoa prices hit an all-time high of over $12,000 per metric...

Robinhood’s ($HOOD) recent "Lost City of Gold" event has triggered widespread concern among SoFi investors. However, is this anxiety justified, or is it presenting a prime buying...

In the ever-evolving landscape of technology, two giants stand tall: _Alphabet ($GOOG) Inc., the parent company of Google, and _Microsoft ($MSFT) Corporation. Both companies have...