Global Market Insights

Happy $100k Bitcoin to all those who celebrate. Bitcoin has been in the news again for a few reasons: Firstly, it just passed the milestone...

The US dollar has been on a tear since September, and since Donald Trump became the US President-elect. The strength of the USD, and the impact of his policies...

This earnings season has been another reminder of the astonishing profitability of online advertising. Three out of the six most valuable companies in the world earn a big chunk — if not all — of their revenue from ads...

Donald Trump and the Republican Party made a clean sweep in the US election. Some aspects of Trump’s campaign were a little vague, but we can be fairly certain of lower taxes and deregulation. That, and the strong US economy, should lead to...

It’s now been two years since ChatGPT was introduced to the world, igniting an AI-fueled rally that is still continuing...

Whoever is running nuclear power’s public relations team, they’ve done a great job these last few years. With trends in global power consumption rapidly going up...

This week, we’re getting a little more technical and having a look at the qualitative factors that investors can consider when evaluating a REIT...

While those with leverage are happy about the latest interest rate cuts, those looking for yield are less so. Lower interest rates mean lower yields...

Last week’s newsletter was part 1 of an introduction to the financial sector, and specifically banks and companies in the capital markets space. This week we are having a look at...

In last week’s third-quarter review, we mentioned that financial sector stocks are showing signs of life and beginning to outperform. In the era of ‘easy money’, cloud computing, and AI, the financial sector has taken a back seat for a lot of investors...

It’s the end of another quarter, and it’s been an eventful one, too. In fact, we’ve had a bit of everything during the quarter: Increased volatility...

Last week, we explored the idea of the US Exceptionalism premium and tried to cover whether or not there was justification for US stocks trading at traditionally higher valuations compared to stocks in other markets...