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What economists got wrong in 2025
Welcome back. As this is my last edition before the new year, it seems a fitting moment to look back…
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Europe’s rocky relations with Donald Trump
Gideon talks to Jens Stoltenberg, Nato's former secretary-general, about Ukraine and Europe's strategic priorities after recent scathing criticism from US…
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Ducommun Is Prepared To Face Current And Potential Headwinds (NYSE:DCO)
Investment thesis Although it was founded in 1849 and long-term prospects are good, prospects for…
China’s ‘trinket town’ at heart of push for renminbi trade
In the Chinese city of Yiwu, home to the world’s largest wholesale market for small…
How Derivatives Impact The Crypto Markets
By John Palmer As Cboe Digital prepares to launch our U.S. regulated, margined futures contracts…
Live news: China set to cut interest rates to help revive post-Covid economy
What to watch in Asia todayFT reporters Hong Kong beverage manufacturer Vitasoy publishes fourth-quarter earnings…
Charles Schwab: Be Ready For This To Break To The Downside (NYSE:SCHW)
Markets have a short memory. Seems it was just yesterday that we were all collectively…
Jeffrey Epstein claimed to have set up meetings with senior UK ministers
Jeffrey Epstein claimed to have brokered meetings between then senior banker Jes Staley and high-ranking…
Valeura Energy: A Mispriced O&G Growth Story (TSX:VLE:CA)
Introduction Valeura Energy (TSX:VLE:CA) (OTCPK:VLERF) is a Canadian upstream oil and gas company that operates…
UBS faces hit of hundreds of millions of dollars over Credit Suisse’s Archegos failings
UBS faces hundreds of millions of dollars in penalties over Credit Suisse’s mishandling of Archegos…
Rotation To Duration: Seeking A More Resilient Portfolio
Navigating Today's Environment It's Just Math Beginning in March 2022, the Federal Reserve (Fed) raised…
Europe has fallen behind America and the gap is growing
The Ukraine war has revived the transatlantic alliance. But the relationship between the US and…
Charlie Munger ‘Skeptical Of A.I.’: Why High Yield May Pummel Tech
So far in 2023, high yield dividend stocks (DIV)(SCHD) have been significantly outperformed by technology…
Marsh sued for $143mn over Greensill insurance
US-based private finance group White Oak is suing Marsh for $143mn in relation to its…
Jackson Financial: Baby Thrown Out With The Bath Water (NYSE:JXN)
The JXN Investment Thesis May Remain Volatile A Little Longer The March 2023 banking crisis…
Submersible vanishes on expedition to view wreckage of Titanic
A submersible used to carry tourists and scientists to view the wreckage of the RMS…
Heineken: A Premium Company At A Decent Price (OTCMKTS:HEINY)
Investment Thesis Heineken (OTCQX:HEINY) is the world's second-largest brewer (behind Anheuser-Busch InBev (BUD)), selling just…