TOUGH: Commodities has been the worst performing asset class of 2023 (see chart). Energy, industrial metals, and agriculture are all lower. Precious metals is the sole exception...

RELOOK: High dividend yield stocks (HDV) have been this year’s big investment style losers, underperforming the S&P 500 (SPY) by 20 points. With unprecedented competition from...

BOOM: Commodity markets are down in the past year, but some smaller commodities have seen a standout performance, from cocoa (+60%) to sugar (+45%) and uranium (+35%). But none...

SWIFT: The modern music industry has existed since the 1877 invention of the phonograph. But been forced to constantly reinvent itself, from the near death experience of digital...

OUTLOOK: Summer’s stock market ‘breather’ turned into a deeper October ‘correction’ but we see grounds for contrarian optimism ahead. Markets are squeezed between soaring bond...

LESSONS: We are halfway through a strong third quarter S&P 500 earnings, but investors takeaways have been mixed. The US earnings ‘recession’ has ended, and the recovery is...

Please see this week’s market views from eToro’s global analyst team. The full 5-pager includes latest market data, the house investment view, and a weekly ‘special’.  The...

BOOST: We’ve seen a structural increase in the number of retail investors, and their exposure to stocks, as they take control of their financial futures. An unsung driver of this...

GEOPOLITICS: Gold has been the go-to safe haven amidst surging geopolitical uncertainty and the tall wall-of-worry. Benefitting from its lack of credit risk, negative correlation...

BREAK: US government bond yields, the bedrock of modern finance, had an unprecedented surge (see chart). This stokes concerns ‘something will break’ in markets. Similar to Sept....