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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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Apartment Income REIT: Coastal, Sunbelt Exposure, Industry Leading Forward Growth (AIRC)
I've written many articles on residential REITs lately and don't plan to repeat myself in…
Companies rethink consultants as they fret about economic outlook
Uncertainty in the global economy threatens a year of upheaval in the US consulting industry,…
Taiwan Semiconductor Offers Excellent Entry Point (NYSE:TSM)
In this article, I will outline why I think Taiwan Semiconductor Manufacturing (NYSE:TSM) offers investors…
EU offers Tunisia over €1bn to stem migration
The EU has offered Tunisia more than €1bn in a bid to help the North…
Haleon Stock: A Hidden Gem In The Consumer Health Market (NYSE:HLN)
Investment Thesis Haleon (NYSE:HLN) was spun off from GSK (GSK) in July last year and…
French schools retain dominance in Masters in Finance teaching
Léon Laulusa has had some welcome news as he starts his new role as dean…
CLOI: An Incredible Sturdy Way To Navigate 2023, 6.4% Yield (NYSEARCA:CLOI)
Thesis 2023 has been a fairly bizarre year. Entering, all large bank analysts were screaming…
Andreessen Horowitz to open London crypto office in first push overseas
Andreessen Horowitz has chosen London for its first office outside the US, betting that the…
BCV: An Opportunity In The Convertible Securities Space (NYSE:BCV)
Written by Nick Ackerman, co-produced by Stanford Chemist. This article was originally published to members…
AI ‘euphoria’ and EV bets drive South Korea market rally
South Korea’s $1.8tn stock market is approaching bull market territory, as foreign investors pile into…
Palantir Technologies: Sell The AI Rip (NYSE:PLTR)
After a solid beat on Q1'23 earnings, Palantir Technologies (NYSE:PLTR) has soared in what wasn't…
Odey EU funds discuss restrictions on withdrawals as founder sidelined
EU funds managed by Odey Asset Management are discussing restrictions on investors’ withdrawals as part…
Medical Properties Trust Reveals Its Own Bullish Case (NYSE:MPW)
As a rather outspoken person myself, it's refreshing to see a management team actively relate…
Live news: The week ahead
A defiant Donald Trump will once again be in the spotlight when he appears at…
Adobe Stock: Buy The Bullish Momentum (Technical Analysis) (NASDAQ:ADBE)
In an era rapidly advancing towards an AI-driven future, numerous companies are tactically aligning their…