Post-COVID Liftoff: Cyclicals, Gold & Bitcoin

If anybody was in any doubt that cyclical stocks would rally sharply on the re-opening trade, they got the evidence they needed with the parabolic market moves... Read More»

Bits, Bytes & Bots: Analysis of this Week’s Tech Events (August 1st, 2019)

A weekly review of only the most important technology events to impact your tech stocks portfolio.... Read More»

Growth Factor: What Investors in Marijuana Stocks Can Learn from Amazon

Marijuana investors can learn a lot by looking at other growth companies like Amazon (AMZN), whose stock price growth was rivalled only by its own revenue... Read More»

US Dollar Strength Usher Emerging Market Credit Tears

Growth remains seemingly benign, most particularly in the US with the Atlanta Fed’s GDPNow model indicating 3%YoY growth last quarter (see following chart).... Read More»