News and Analysis

Thirteen years have passed since Bitcoin was first introduced to the world, in January 2009. When I first heard about Bitcoin, back in 2010, I felt an almost instantaneous...

Summary Focus: Why styles and sectors really matter Getting the sectors and investment factors right matters. The past 25 years the average S&P 500 gap between best and...

BOOM: Private equity (PE) has boomed in the last decade. Their assets have risen to over $7 trillion, returns have averaged 12% annually, and uninvested ‘dry powder’ is near a...

Big banks will be among the first group of publicly traded companies to publicise fourth-quarter earnings in January 2022, and there may be some surprises. The COVID-19 Omicron...

RISE AND FALL: The huge repricing of Fed interest rate expectations has taken a big toll on the perceived ‘riskiest’ assets (see chart). Most are down 30-45% from 2021 highs vs...

NEW KID ON BLOCK: Buy Now, Pay Later (BNPL) is a new and big driver of retail sales, especially for the young, and in markets like Australia, UK, US (see chart). It was c$150...

Jian Lim is a Popular Investor on the eToro platform (who goes under the name JianSwang), and who is focused on proving that anyone who is willing to put in the time and effort to...

REFOCUS: Global fourth quarter 2021 earnings season unofficially starts Friday with US banks JPM, C, and WFC. Consensus is for strong 20% earnings growth from the S&P 500 and...

Summary Focus: Collectibles investing can pay Collectibles investing, from wine to cars, has long been both popular and profitable. It is also increasingly possible indirectly...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Discovery Communications Inc. (DISCA), ViacomCBS Inc. (VIAC),...