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Opportunities And Risks In The Small Cap Universe

Richard Bowman
Richard Bowman

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...

Finding Healthy Companies Within Healthcare cover

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

Richard Bowman avatar
Richard Bowman
Why The Healthcare Sector Has Been Underperforming cover

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...

Richard Bowman avatar
Richard Bowman
An Update On Global Equity Markets cover

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

Richard Bowman avatar
Richard Bowman
Green Hydrogen's Progress Faces Some Challenges cover

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

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Richard Bowman
Australia: A Land Abound In Nature’s Gifts cover

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

Bailey Pemberton avatar
Bailey Pemberton
Uranium Price Bolts Ahead Despite Nuclear Headwinds cover

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...

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Richard Bowman
The Divergence Between Gold and Gold Miners cover

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

Richard Bowman avatar
Richard Bowman
Destiny Tech100's Wild Ride And All Things ETFs cover

Have you heard of Destiny Tech 100? It’s a recently listed fund that seems to have become an instant meme stock and caught some ETF investors off-guard...

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Richard Bowman
Tailwinds and Headwinds In The Wind Industry cover

Last week we had a look at the solar industry, and this week we are following up with wind power. 2023 was a terrible year for wind energy stocks….heaps of headwinds….

Richard Bowman avatar
Richard Bowman
Investing In The Solar-Coaster In 2024 cover

Last week’s solar eclipse cut solar power generation in the US by as much as 30 gigawatts , which was enough to require utilities to plan for supplementary sources of power...

Richard Bowman avatar
Richard Bowman
Investing Around Consumer Weakness cover

One of the surprising aspects of 2023 was the resilience of consumers. With prices and interest rates both rising...

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Richard Bowman
Key Takeaways From Q4 Earnings Season cover

The global economy and markets are in better shape than many predicted. Equity markets have continued higher...

Richard Bowman avatar
Richard Bowman
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