AI is turning into a finance story
The market narrative continues to swing between ugly geopolitics and shiny tech headlines. Yet investors keep rushing toward AI, afraid to miss a share of …
June 2, 2026
Read More
Panic Buying
It turns out that it would've been a terrible idea to Sell in May and Go Away. Tech heavy indices soared to ATH levels, even …
June 1, 2026
Read More
God Bless AI!
A handful of AI-fuelled mega-cap stocks continue to power indices higher, while much of corporate America is grappling with slower growth, higher borrowing costs and …
May 29, 2026
Read More
Stuck in Hormuz
US/Iran news become confusing on Iran’s new ambition to control the Strait of Hormuz with Oman once the peace deal is inked and the Strait …
May 28, 2026
Read More
Take a Breadth
Geopolitical risks are being ignored, semiconductors continue pushing higher, even during a session where oil prices climb, suggesting that investors are either getting used to …
May 27, 2026
Read More
Trapped between war, inflation and debt
Global markets remain trapped between war, inflation and rising debt. Geopolitical headlines are as unstable – if not more – than markets. Visibility remains low, …
May 26, 2026
Read More