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Global Weekly Picks
Hermès - Expensive bags, and expensive stock. And the story of €14 billion of bearer shares gone missing.
About Hermès International SA Hermès International SA is a French luxury goods manufacturer. Its core business is leather goods.Read more
Costco Wholesale Corp (COST): Operational Moats and the Membership Flywheel
Costco (COST) concluded the March 16, 2026, trading session at $1,002.48 USD on the NASDAQ, reflecting a slight 0.59% dip as investors consolidate gains following a strong Q2 earnings beat. Since your last narrative on March 1st, the stock has tested the psychologically significant $1,000 level , maintaining a premium valuation even as the broader retail sector faces margin pressure.Read more
Intel Corp (INTC): The 18A Node Pivot and the "Foundry First" Transformation
Intel (INTC) concluded the March 16, 2026, trading session at $45.74 USD on the NASDAQ, ending the day with a 0.30% gain amid a volatile session that saw an intraday high of $49.17. Since your last update on March 1st, the stock has experienced significant "choppiness" as investors digest the launch of the Core Ultra 200S Plus series and wait for supply constraints to ease.Read more
Alibaba Group Holding Ltd (BABA): The Agentic AI Shift and "OpenClaw" Transformation
Alibaba (BABA) concluded the March 16, 2026, trading session at $137.12 USD on the NYSE, marking a 1.41% gain as market anticipation builds for its fiscal Q3 2026 earnings report on March 19th. Since your last update on March 1st, the stock has undergone a period of consolidation, retreating from February levels above $150 as investors weighed massive infrastructure capital expenditures against a cautious recovery in Chinese retail sentiment.Read more
Fortinet, Inc. (FTNT): Navigating the Firewall Refresh Cycle and the SASE AI Pivot
Fortinet, Inc. (FTNT) concluded the March 13, 2026, trading session at $83.44 USD on the NASDAQ.Read more
Boeing Co (BA): Operational Stabilization and the "Rate Break" Recovery
Boeing (BA) concluded the March 16, 2026, trading session at $214.14 USD on the NYSE, gaining 2.02% as investors reacted to stable delivery data from the first two months of the year. Since the last narrative on March 1st, the stock has experienced moderate turbulence, pulling back from February highs near $240 after the disclosure of a minor wiring rework requirement for certain undelivered 737 MAX units.Read more
Microsoft Corp (MSFT): Agentic Expansion and the "Intelligent Cloud" Scaling
Microsoft (MSFT) concluded the March 16, 2026, trading session at $399.23 USD on the NASDAQ, reflecting a 0.93% rebound as the market begins to stabilize following a volatile February. Since the last narrative on March 1st, the stock has traded in a tight range between $385 and $410 , attempting to find a floor after a sector-wide reset pushed it down from its late-2025 highs of $555.Read more
Bath & Body Works is a dominant, high-quality consumer brand with near-perfect business economics, temporarily depressed by a demand trough
Most investors look at BBWI and see a mall candle retailer. That framing undersells it significantly.Read more
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.Read more
