Housing: The New Growth Engine for the US Economy?
In many countries, the housing market plays a crucial role in driving economic growth. The US economy has…
Escalation in Ukraine-Russia… Should Investors Be Worried?
Ukraine’s recent military actions have caused concern and consternation, not only by crossing into Russian territory but also…
Why Did Stocks Recover So Quickly?
This past summer, stock markets went on a wild ride, leaving many investors confused about what was happening.…
Emerging Markets Are Starting to Perform
Over the past decade, many emerging economies have struggled, while developed countries like the United States experienced solid…
Market Rebound!
Recently, the market experienced a bit of a scare, which caused a short-term correction in stock prices. However,…
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…