Why The Healthcare Sector Has Been Underperforming
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...
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...
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….
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...
One of the surprising aspects of 2023 was the resilience of consumers. With prices and interest rates both rising...
The global economy and markets are in better shape than many predicted. Equity markets have continued higher...
This week we are having a look at the US election, whether it matters for the stock market, and what you can do to position your portfolio ahead of it.
When we checked in on commodity markets in November there was a lot of red on the YTD returns table. Since then, the gold price has hit a new record and crude is back above $80...