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
Pricing Mars
Global markets continue behaving as if nothing can stop the AI and IPO frenzy. While oil prices remain volatile, global yields surge, economic activity slows …
May 22, 2026
Read More