Global Market Insights

This week we are continuing our series on semiconductor chips, AKA integrated circuits (ICs). We previously covered logic and memory ICs, and today we turn to their analog cousins...

Last week's newsletter provided a brief overview of the semiconductor industry and chips that give machines memory. This week...

Recently, most of the leading semiconductor stocks have traded lower. Notably, Micron Technology reported quarterly EPS...

And just like that, we are into the third quarter and the second half of 2024. Equity markets have done better...

Over the past few weeks we had a look at the healthcare sector which has underperformed over the last two years. Another underperforming group of stocks...

Last week, we looked at some of the reasons the healthcare sector has underperformed over the last few years...

Last week, we looked at the themes playing out in global equity markets. The healthcare sector emerged as a bit of an anomaly. While the sector has lagged...

We have devoted most of our recent newsletters to deeper dives on topics including ETFs, gold, wind, solar, nuclear energy, green hydrogen, and Australia...

The vision for a hydrogen economy sees H2, the most abundant element in the universe, as the primary means of storing and transporting energy...

You might have seen a few of our market deep dives of some interesting markets across the globe...

Recently, we covered the solar and wind industries, which are both currently facing several challenges. While investors have grown somewhat disillusioned with wind and solar, there seems to be growing optimism around another power source: nuclear energy...

Like many asset classes in 2024, gold has had a stellar performance so far. It’s trading near record levels...