Bitcoin shines again
BEST PERFORMER: Bitcoin (BTC) soared 70% this year and our related equity basket 45%. Crypto is the...
No comeback for Quantitative Easing (QE)
IMPACT: The Fed’s balance sheet is growing again. This is temporary, not a QE restart, and policy...
No one riding to oil’s rescue
SLUMP: Brent oil has borne brunt of global financial contagion fear. Its double-digit percentage...
Tighter bank lending to do Fed’s work
SLOWDOWN: Current bank sector concerns are individual not systemic. But lending standards on both...
Learning from the PMI’s
PAUSE: Global PMI’s have been rising for three months and are above breakeven 50 level for the only...
Artificial intelligence stocks: the hottest investment theme of 2023
Artificial intelligence (AI) is a hot topic right now. Since it came to light that tech giant...
Europe’s banks are different
CONTAGION: US banking system concerns, triggered by weakness at Silicon Valley, Signature, and...
Breaking up is hard to do
SEPARATIONS: Corporate spin offs or break ups have seen a return to favour, bucking the IPO drought...
Inflation fall is stalling...but matters less today
INFLATION: US inflation was most important number in markets. Driving the ‘data-dependent’ Fed,...
The Football Investment Report
eToro, in association with Transfermarkt, have created a comprehensive report looking at the most...