The Future Of Computing
October 20, 2026
Quantum computing is attracting capital at a pace that would have seemed improbable only a few years ago. The appeal
Insights
Dressed To Scare
October 8, 2026
Oil, AI and interest rates all look positively frightening this October. The data underneath is more reassuring than the mask
The Month the Market Remembers
September 3, 2026
There is a rhythm to markets that has little to do with fundamentals and everything to do with habit. September
The Venezuela Oil Deal Won’t Move Your Gas Bill
September 2, 2026
Washington has just announced a deal that gives the US effective majority control of a joint venture developing seventeen Venezuelan oil fields sitting on more than 65 billion barrels of proven reserves.
A Signal of Friendship, a Hedge for Rates
August 5, 2026
In early August 2026, the United States did something it almost never does. It joined Japan in buying yen to stop the currency from sliding further.
Riding The K-Waves
July 7, 2026
With South Korea’s grand strategy of introducing the K-Wave internationally, it should come to no surprise that this extends to the semi conductor industry too. What has happened in
Insights
Strait To The Point
March 9, 2026
When geopolitical crises erupt, conventional wisdom says markets panic uniformly, with investors fleeing risk assets and taking shelter in gold and treasuries. However, escalating tensions in the Middle East are rewriting that script
The Fed Chair Matters More Than the First Cut
February 10, 2026
Financial markets tend to fixate on milestones, and few are as closely watched as the first interest rate cut following a tightening cycle. Headlines frame it as a turning point, markets often rally in anticipation, and investors debate its timing with near-obsessive focus.
Beyond Big Tech
January 19, 2026
With tech valuations stretched, investors are increasingly looking beyond the Magnificent Seven. Industrials and Power & Utilities could offer compelling opportunities as AI-driven electricity demand and economic growth drive a potential market rotation.
The Petro-Pivot
January 8, 2026
The capture of Nicolás Maduro has fundamentally reshaped the geopolitical map, but for energy investors, the real story is just beginning. While the headlines focus on the political transition, the markets are busy weighing the long-term potential of
Why Markets Overlook Silver’s Utility
December 18, 2025
Silver’s ascent is not a fleeting spike but a structural re‑rating, where years of under‑investment, inelastic supply and green‑transition demand collide with a changing monetary regime to turn a once‑ignored metal into a central macro asset.
Rate Cuts Are Not For Everyone
November 26, 2025
For the seasoned investor, understanding the workings of monetary policy is paramount. We often hear that lower interest rates boost the economy by encouraging companies to borrow and invest. Sounds neat, but the reality is far more complex