News and Analysis

What a first half of the year! We all came off a difficult 2022 and we weren’t sure how 2023 would play out. But boy does change happen. And it can happen quickly.  The first...

HOUSING: The US housing market has seen soaring mortgage rates (see chart) and falling home prices. Yet homebuilder stocks have been some of the best stock performers this year....

Surging network stats drive optimism for the big event Despite the surging US stock market, Bitcoin and Ethereum are flashing small losses after a large crypto exchange was sued...

KOREA: South Korea is the world’s 12th largest economy and one of its economic ‘miracles’. Tripling in size the last 20 years and taking GDP/head to $33,000. This is more than...

Why are bonds popular again? If the potential to earn a regular income with less risk than traditional investments sounds interesting, you’re going to want to learn more. ...

Summary A rare case of overseas stock outperformance Overseas stocks are outperforming US, with their combo of 30% cheaper valuations and surprising resilient economies. Europe...

The two-year US debt ceiling deal is positive, but reaction likely muted as most markets never sold off and the deal has some modest negative bond market and economic growth...

APPLE: World’ largest market cap stock has its World Developers Conference next week, June 5-9. It is potentially set to launch its long-awaited AR/VR headset, in its biggest...

SUMMER: Our outlook for harder won but still positive returns remain in place as we enter the peak summer. This typically see’s lower stock market returns and volumes, with June...

TECH: Big-tech stocks have driven all before them this year. The NASDAQ is up 24% and S&P 500 10%. Whilst the equal-weight S&P 500 index and closely followed, but...