The rapidly evolving crypto ecosystem is being dominated by two powerful trends: First, new scalability technology is bringing blockchain to the brink of widespread adoption....

BUCKLE UP: Investors are panicked by the Fed’s unprecedented double-barrelled hiking cycle and balance sheet run off, and Bank of England’s stark ‘stagflation' forecast of 10%...

HIGH PRICES: There are many crosscurrents buffeting oil around $110/bbl. currently. The US and allies are aggressively selling oil from their strategic reserves, whilst demand is...

EXPECTATIONS: Markets are braced for the first 0.5% Fed rate hike in over two decades. Investors are pricing a hawkish interest rate peak of 3.50% mid next year, and a $95...

While the term “luxury” can be hard to define, it’s not hard to spot luxury goods. Rolex watches, Louis Vuitton handbags, Chanel sunglasses, and Tiffany & Co jewellery are...

HALF TIME: US earnings have passed the half-time hump, with Europe catching up fast. There has been more individual company drama than we would have liked, particularly with ‘big...

UH-OH: As if investors needed another reason to be cautious right now, it’s nearly May!  One of the most famous finance adages says, ‘sell in May, and go away’. There is some...

RETEST: Markets are retesting year-to-date lows. The dramatic Fed interest rate pivot has driven up bond yields, a sharp valuation derating, rotation from Tech, and now stoking...

MOJO: On Saturday Berkshire Hathaway (BRK.B), the largest US non-tech company, will host its ‘carnival of capitalism’ annual meet live from Omaha for the first time since 2019. It...

NOT JUST NETFLIX: Our ‘work-from-home’ (WFH) stock basket has slumped 23% this year, double the S&P 500 fall, and it has now given back all its post-pandemic outperformance...