Inflation Expectations Approaching the Point of No Return
The past investment quarter has seen rotation into the cyclical value trade in world stock markets after fund managers finally…
Coinbase IPO Guide: Don’t Sleep on This Crypto Freight Train
Coinbase Global Inc. has announced it will be going public by way of a direct listing on the NASDAQ under the…
Regulation of Big Tech is Underappreciated by the Market
The view here remains that the Big Tech stocks’ market capitalisation peaked as a percentage of the S&P500 at the…
Copper Will be the King of the Coming Commodity Supercycle
Due to the rising demand from electric vehicles and the underinvestment in new copper mining globally, copper prices are on…
No Rate Hikes Until 2023 – Or Maybe Not…
The benefit of the doubt continues to be given to the cyclical trade, which also continues to be confirmed by…
AMC is Going Bankrupt – Can WallstreetBets Save It
AMC Entertainment Holdings (NYSE:AMC) share price has been steadily declining over the last several years, which is no surprise given…
The Post-COVID Rebound Will Benefit Commodities – But Beware A Taper Tantrum
The US bond market sell-off has continued and with it the increased potential for an inflation scare. Still, there is…
Inflation About to Run Hot, Will Government’s Panic?
Inflation expectations remain the key variable to monitor. The US 5-year 5-year forward inflation expectations rate and the 10-year breakeven…
Ready Player One: The Definitive Roblox IPO Guide
Roblox, the maker of the most popular online world since Fortnight is finally going public. Should investors jump into the…
The Cyclical Rebound Hinges on the Success of COVID Vaccines
Covid cases continue to decline on a global basis as vaccine rollouts continue. The 7-day average daily new case count…