News and Analysis

Looking back on 2021, people's daily lives were gradually getting back on track and so was the economy. Many countries implemented "zero interest rate" policies and fiscal...

LESS-BAD: The S&P 500 January sell-off, combined with the continued solid earnings outlook, has cut valuation and therefore market risks. The forward price/earnings (P/E)...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Exela Technologies Inc. (XELA), Groupon Inc. (GRPN),...

Crypto market inches into positive territory under political spotlight Green shoots of optimism are sprouting across the crypto market as Bitcoin brushes against $38K. The...

Summary Focus: Understanding retail crypto investors Retail investors lead ownership of crypto, with institutions lagging. Crypto has grown into 3rd most-owned asset class, in...

SUCCESS: Luxury stocks have been strong pandemic outperformers (see chart). Both ‘narrow’ luxury like fashion, leather goods, beauty, or ‘broad’ plays including cars, spirits,...

JANUARY?  There are many bearish stats on what this terrible start to year can tells us about the rest of the year. Ignore them. The ‘January Barometer’ says ‘as goes January, so...

Tech stocks are not doing well.  We have seen the mighty fall: Amazon is down 15%, and Meta, Apple, Google, and Microsoft all dropped about 10% in the first weeks of 2022.  ...

TENSIONS: Russia-Ukraine tensions are stoking geopolitical concerns and adding to the risk-off tone in global markets. These should not be overdone. Geopolitical risk (see chart)...

Becoming an investor and finding a partner are two of the biggest life projects anyone can embark on. Ironically, they can also be the most difficult, because they’re both...