Investors have a bird’s-eye view of the driverless revolution happening before their eyes Recently, Cruise, the autonomous vehicle subsidiary of General Motors, announced that...

DUTCH DELIVERANCE: Holland (EWN, AEX) is the best performing major market this year (see chart), 10pp more than the 2nd performer. On the face of it the driver is clear. Dominant...

SO FAR: We are halfway through US Q3 earnings and it's been all about ‘TIM’: Tech, international, and margins. Cyclicals have led, but ‘tech’ has been very strong, and every...

NOW WHAT: Q3 earnings have reminded so-far that growth is strong and companies offsetting cost pressures. The ‘wall of worry’ has eased, from China property to US tax rises. New...

ASIAN GAP: It’s not just the US hitting new highs. India (INDA) is 2nd best performing market this year (+30%), on lower covid and re-allocations from China. Asian peer China...

STAGFLATION: Markets are obsessed with ‘stagflation’, the toxic combo of higher inflation and lower growth. It’s Google searches are four times average. This would hurt valuations...

Summary Focus: Investing in the climate boom The 26th U.N. Climate Conference starts this weekend. It has important investment impacts. Expect to see greater net-zero...

BIG PICTURE: Materials and energy are two of the smallest global equity sectors. This is held back by the ‘big 3’ markets (see chart). US, Japan and China are 70% of global...

INDEX TITANS: S&P 500 (SPY) and Dow Jones Industrial Average (DIA) are the two iconic US indexes that dominate global equities, and now back at all-time highs. The 500-stock...

FED OBSESSED: We are all obsessed by the Fed. When will they start to taper their massive $8.5 trillion balance sheet? When will they start to raise the world’s most important...