Market Insights: A Strategic Outlook

Market Insights: A Strategic Outlook

What a remarkable week it has been! After last Friday’s disappointing market performance, many anticipated a harsher decline in equities. However, the market so far has surprised us by showing resilience – at least more so than the ongoing political drama in the U.S.,...
Have tech stocks calmed down yet?

Have tech stocks calmed down yet?

Nvidia is the talk of the day, but as we discussed back in June, the stock was heavily overvalued. Therefore, none of my readers should have been caught off guard. The bigger story is that semiconductors and AI have been the primary forces keeping the stock market...
August trades and lessons to be learnt

August trades and lessons to be learnt

August was a relatively quiet month, marked by just a couple of days of significant volatility. As the month comes to a close, most markets are nearly at the same levels they were at the beginning. However, there have been some notable shifts. In line with my previous...
Was That It, or Is There More?

Was That It, or Is There More?

Last week presented a significant divergence in outcomes for investors, with some experiencing substantial losses, while others capitalized on the volatility. This is a common occurrence in the markets. The magnitude of the market’s move caught me off guard. However,...