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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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FFTY ETF: Uneven Recovery After Cataclysmic 2022
The Innovator IBD 50 ETF (NYSEARCA:FFTY) is a quasi-actively managed fund I attempt to cover…
Boris Johnson at risk of losing Covid inquiry legal funding, Whitehall warns
Boris Johnson has been warned by Whitehall that he could lose publicly funded legal support…
GOLD: Inflation And Standard Deviation
Fundamentals The closely tracked measure of inflation in the United States increased in April, signaling…
India blames train crash on signal failure as death toll nears 300
Indian authorities said preliminary findings showed a signal failure caused a train accident that killed…
IDEX Corp – A Wealth Compounder You Probably Don’t Know (NYSE:IEX)
Introduction It's time to talk about an industrial stock I have never covered before. The…
Orlen: is Poland’s energy giant a tool of the government?
Until a few years ago, Daniel Obajtek was the mayor of Pcim, a village whose…
Silvercorp: A Stronger Year Ahead And An Attractive Acquisition On The Horizon (NYSE:SVM)
Introduction Silvercorp Metals Inc. (NYSE:SVM, TSX:SVM:CA) is a Canadian mining company primarily focused on silver.…
AstraZeneca defies geopolitics to bet on China
AstraZeneca’s chief executive returned from a recent trip to China exuberant about an “explosion” of…
Rockwell Automation: Good Prospects, But Likely Baked In (NYSE:ROK)
Robust results for American industrial automation giant Rockwell Automation (NYSE:ROK) on the back of an…
Ukraine’s rapid reconstruction will be in Europe’s own interest
Foremost on the minds of Ukrainians and their friends is the need to win the…
JPMorgan’s Downbeat Outlook Countered By Improving Macro Conditions (JPM)
It has been all about tech and AI in 2023. But will banking buck its…
Venezuela’s Maduro sidesteps US pressure to bask in regional limelight
Hopes are fading of a return to democracy in Venezuela as authoritarian President Nicolás Maduro…
KE Holdings: Easing U.S.-China Tensions And Growth Potential (NYSE:BEKE)
Recap The most recent article with a rating for this name was published on January…
Alexis Tsipras: Greece’s leftist firebrand runs out of steam
Alexis Tsipras’s sudden rise to power as a radical leftwing firebrand was a searing moment…
PDD Holdings: Internal Competitive Culture Can Fend Off External Competitors (NASDAQ:PDD)
Introduction PDD Holdings (NASDAQ:PDD) has been a financial turnaround story since 2021, driven by its…