Articles in the “Investment Insights” Category
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The Cost of Money Starts to Matter
When the Cost of Money Starts to Matter Global markets spent much of last week reassessing one assum...
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Debasement 2.0?
Market action this past week was defined by one dominant force, the bond market flexing its muscles...
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Gold & Silver Bounce
10th August - 14th August 2026 It was one of those summer weeks where markets looked calm on the sur...
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Tech stocks propel S&P 500 to a record high
After enduring a rocky July, US equities started off August on the front foot, posting one of their...
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The AI Bill Comes Due
Global financial markets spent much of last week wrestling with an uncomfortable question: what happ...
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‘The 3 Ts’
Major American equity indexes drifted lower this week as the ‘3 Ts’, namely Tehran, technology, and...
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Semiconductor selloff almost as ugly as Argentina’s tackling
Much like this weekend’s World Cup finals, the most compelling action was away from the headline eve...
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Peace Out, Volatility In
Not even the soccer World Cup distractions could curb huge swings in financial markets last week. Re...
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Weak US jobs report boosts stocks
In a holiday-shortened week with US markets closed on Friday for Independence Day, risk assets ralli...
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Ships Don't Lie
Major US stock indexes finished the week mixed, as renewed weakness in large-cap technology and AI-r...