Read More 2 minute read OOther News Fly Me to the Moon: Opportunities in Travel Stocks10 May, 20221.3K views Consumer spending faces multiple headwinds in 2022. Even after we factor in rising interest rates, the highest inflation…
Read More 2 minute read OOther News Crouching Tiger, Hidden Dragon3 May, 20221.4K views In an effort to curb the most recent Covid-19 outbreak in Beijing, authorities have announced that most of…
Read More 2 minute read OOther News Recession Risk: Part 2 – Positioning for Resilience25 April, 20221.3K views Last week we discussed the current situation for the global economy. We concluded that we are not seeing…
Read More 3 minute read OOther News Recession Risk: Part 1 – Murmurs Growing Louder19 April, 20221.3K views Talk of the possibility of a recession is growing louder in the financial press. We’ll be using this…
Read More 2 minute read OOther News China’s strategy damages its economy… But also creates an investment opportunity11 April, 20221.1K views Beijing’s extreme attempts to control recent Covid outbreaks is undoubtedly having a negative effect on the Chinese economy.…
Read More 2 minute read OOther News Yield Curve Inversion: What Does It Mean, And Should Investors Be Worried?4 April, 20221.4K views This week we are getting technical, but bear with us. It’s important! A cautious consensus seems to have emerged…
Read More 2 minute read OOther News Hot inflation, higher interest rates, and what it means for investors28 March, 20221.2K views Volatility declined last week, although it remains above its long-term average, as the market digested the first monetary…
Read More 3 minute read OOther News Waking the sleeping giant21 March, 20221.4K views Despite the understandably negative takes on the strategic and economic situation in Ukraine by most commentators, this is…
Read More 3 minute read OOther News Necessity is the mother of invention14 March, 20221.4K views Underlying forces of transformation in technology, societies, and economies, can sometimes be dramatically accelerated by unexpected events. Both World…
Read More 2 minute read OOther News Weeks Where Decades Happen7 March, 20221.8K views There are decades where nothing happens, and there are weeks where decades happen. We are certainly now living…