Opinions

With the U.S. military on high alert and geopolitical risks escalating in the Middle East, especially following recent Iran-linked attacks, investors are turning to defense stocks for stability and potential upside. Let’s examine how defense stocks have performed in 2025, assess the impact of recent events, and highlight potential top picks and key traits to […]

Alibaba trades at just 11.7x forward earnings, an unusually low multiple for a company with a dominant cloud business, global e-commerce scale, and double-digit growth abroad. Tariffs, domestic competition, and geopolitics remain real risks, but more fundamentally, can it defend its home turf while scaling globally faster than it bleeds market share? E-commerce Business Analysis […]

Interest rates play a central role in shaping economic conditions, from inflation and growth to borrowing and investment. But what actually drives interest rates, how do they impact the broader economy, and why are they a key tool in controlling inflation? What Factors Determine Interest Rates? Interest rates are primarily determined by central bank policy […]

Israeli equities have shown surprising strength during recent market sessions, particularly during the height of the Iran-Israel standoff. This stands in sharp contrast to investor behavior during the onset of the Israel-Hamas conflict, when capital fled the market. What explains this shift in sentiment? Well, Israel’s markets reacted very differently to two recent wars because […]

Why are global dividend funds seeing surging inflows in 2025? Let’s dive straight in: Higher income seekers – With volatility from tariffs and geopolitics, and very briefly a bear-market type of drawdown, investors are hunting for steadier yield and more clarity on what their investments are generating in returns. Dividend funds typically offer 3–6 %+ yields, […]

Let’s dig into what degree the US president could influence the Federal Reserve and future rate decisions… Presidential pressure isn’t likely to accelerate Fed rate cuts. For example, Powell was never responsive to Trump’s public statements, even during his first administration, and that isn’t likely to change. The Fed operates with longer-term macroeconomic goals in […]

In an economy where policy can shift overnight and job security feels increasingly fragile, passive income isn’t just a financial buzzword – it can be a survival strategy. This is especially true in a Trump-led economy, where deregulation, tax breaks for asset holders, and volatile market swings create both risk and opportunity. We explore why […]

Curious whether AI stocks in 2025 are still worth the hype? Let’s break down performance trends, top picks, and practical tips for investors looking to make informed decisions. How Are AI Stocks Performing In 2025? AI stocks are delivering real gains in 2025, but they’re walking a tightrope between innovation and overvaluation. The fundamentals support […]

Druckenmiller follows a top-down, macro-driven, and opportunistic strategy. It uses big-picture macro calls, then zeroes in on bottom-up stock selection. He and his team identify secular trends and dislocations (like in healthcare, semiconductors, energy), then construct concentrated, asymmetric bets across sectors. Historically, they also use leverage, hedges, and derivatives, though these aren’t visible in the […]

We have seen a rebound in inflows into U.S. long tenor government bonds in May after a selloff in the previous month. Let’s find out why and consider what could happen in the coming months. What’s Driving The Rebound Into Duration? Dovish Fed signals – Multiple Fed officials (e.g., Michelle Bowman and Christopher Waller) signaled openness to […]