Subscribe
How the revamp of a classic ratio could be more predictive of stock markets
The US does not have the natural resources most other countries with state-backed funds do
Earnings updates combined with the DeepSeek saga are shifting the narrative
The Squeeze: The economy is performing for citizens and investors yet the new administration insists on change
In a tale of two patties, external issues have continued to weigh on performance
The retail and computing company is spending a lot on capex but growth is slowing.
Palantir, like Tesla, is benefitting from its proximity to the levers of power in the US. But the investment case is different
Early investment in non-traditional products is bearing fruit
Growth expectations remain high despite the emergence of a low-cost competitor on the AI front
Near-term prospects have gone to seed as market gluts persist
.png?source=specialist-ic-stream)
.jpg?source=specialist-ic-stream)
