What Has This Earnings Season Taught Us About the US Consumer?
As earnings season draws to a close, Walmart, one of the last US retail giants to report its…
Market Volatility: Analysis of a Fall
Two weeks ago, two critical reports — the Manufacturing ISM report and the employment report — were released…
Fighting the Sentiment Drag: Navigating the New Bull Market
Seismic events have shaped investor psychology in recent years. The COVID-19 pandemic triggered a global economic shutdown, leading…
Be More Like Bill…
Imagine a world where investors have only two investment options: an aggressive portfolio or a well-diversified one. The…
The Chip Sector is Getting Dragged into Politics… And Creating Opportunity for Investors
Automation, digitalisation, and now artificial intelligence are driving one of the biggest long-term structural trends in the world…
A Return to Boring Politics Could Bode Well for UK Assets
The recent UK general election, where Labour secured a landslide victory with a relatively centrist and technocratic leader…
Consumer Staples Shine Amidst AI Market Frenzy: A Guide for Retail Investors
Over the past 18 months, the stock market has been buzzing about the rise of artificial intelligence (AI)…
An Update to Our View on Crypto and Bitcoin
Bitcoin and other cryptocurrencies have generated significant investor attention over the past decade, with many touting them as…
Could the Winners of the AI Story be Right In Front of Us?
Two big tech companies could be on the cusp of reaping significant rewards from artificial intelligence (AI): Apple…
Beaches, Barbeques, and Lessons for All Investors
I was recently lucky enough to spend a week cycling in the Outer Hebrides. We camped every evening…