The big US stocks dominating markets and investors’ portfolios just finished another earnings season. They reported spectacular collective results including record sales, profits, and operating cash ...

The NY Fed has recently published a study on bank failures in the U.S., examining the reasons why banks fail. For this study, the regulator constructed a large database with balance sheet information ...

Just so that we are all reading from the same page - A Correction is a Correction is a Correction, 5500 vs 5750 is not even 5%! Primary focus is to remain exposed to the AI mega-trend stocks and seek ...

Statistically 2025 is expected to be the stronger of 2022,2023 and 2024, which again is supportive of the thesis that 2025 will see a gain of between 20% and 30% and probably nearer to 30%, i.e. a rip ...

S&P is up 27.5% YTD! This after a 24% gain for 2023, this is NOT NORMAL, we are in early stage FOMO MANIA! Further evidence for which one only need look at crypto's as BTC up 130% YTD broke above ...

That’s an interesting situation that we have today. Gold us up, but silver and miners are down. What gives? In short, it’s almost certainly all about the temporary impact from the stock market. The ...

South Africa’s welfare system is navigating turbulent political and economic waters following the May 2024 general election. For the first time since the end of apartheid, the African National ...

In The Power Law: Venture Capital and the Art of Disruption (2022), Sebastian Mallaby delves into the transformative impact of venture capital (VC) on industries worldwide. The book examines how some ...

Every now and then, I peruse articles written on Seeking Alpha to glean a flavor for what the average investor feels about the current market environment. And, to that end, I will scan the comments ...

In the entire commodity sector, only crude oil is more widely used. And given the increasing importance of all-things-electronic, copper is unlikely to be forgotten anytime soon. This doesn’t mean ...

Lots of hype in the media about AI computers such as which Microsoft announced. Only problem is there is no compelling reason to upgrade to an AI computer, what are you going to do with it? So it's ...