Investing
The Energy and Bank Stock Rebound Will Continue, Buy the Dip
There has been a bit of a pullback in the cyclical trade with US energy stocks down 11.8% from their…
Eurozone Yield Curve Control is Happening, is This Bad for the Euro?
The Federal Reserve statement at the last FOMC meeting in March displayed no concern about the then 67bp rise in…
China is the One Safe Haven for Bond Investors
One recommended trade here for global bond investors has been to sell US Treasury bonds, and indeed all G7 government…
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…