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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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Cava soars on debut as US restaurant chain tests appetite for IPOs
Shares in US restaurant chain Cava almost doubled on their New York debut on Thursday,…
First Solar: Tailwinds Of Deglobalization, Decarbonization, Digitalization
Investment Thesis First Solar, Inc. (NASDAQ:FSLR) is cheaply valued with compelling secular tailwinds. The stock…
US senators launch bill to seize and transfer Russian assets to Ukraine
The top Republican on the US Senate foreign relations committee has introduced legislation authorising President…
Lagarde Pre-Announces Another ECB Rate Hike For July
By Carsten Brzeski, Global Head of Macro One month before the first anniversary of what's…
Music publishers sue Twitter over copyright infringement
A group of major music publishers are suing Twitter claiming the social media platform is…
Hudbay Minerals: Building An Americas-Focused Copper Producer
Both the shareholders of Hudbay Minerals (NYSE:HBM) and Copper Mountain Mining (OTCPK:CPPMF) overwhelmingly voted in…
Actor Idris Elba to launch marketing agency
Actor Idris Elba will join the ranks of the UK’s Mad Men advertising executives after…
North European Oil Royalty Trust: Underperformance Cements My Thesis (NYSE:NRT)
Dear readers/followers, In this article, we'll be looking at the North European Oil Royalty Trust…
The west must act now to break Russia’s nuclear fever
The writer is a lecturer at Stanford University, former deputy secretary-general of Nato and previously…
Nvidia: Immensely Overvalued When Looking At The Actual Numbers
After witnessing Nvidia Corporation's (NASDAQ:NVDA) rise into the top ranks of the almighty $1 trillion…
Generative AI is disrupting its own investment case
In the good old days, a couple of years ago, a start-up in search of…
Halma plc (HLMAF) Q4 2023 Earnings Call Transcript
Halma plc (OTCPK:HLMAF) Q4 2023 Earnings Conference Call June 15, 2023 3:30 AM ET Company…
ECB increases rates to highest level since 2001
The European Central Bank has raised interest rates to their highest level in 22 years,…
Genius Sports Stock: Strong Catalyst And Significantly Undervalued (NYSE:GENI)
Genius Sports (NYSE:GENI) is a leading global provider of digital technology, data, and media solutions…
The main takeaways from the Boris Johnson report
The House of Commons privileges committee has delivered a blistering verdict on Boris Johnson’s conduct…