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“TINA is dead.” Or not.

The stock market had an epic run after the 2008-09 financial crisis, thanks in part to rock-bottom interest rates, which encouraged investors to pile into equities as “There Is No Alternative” (TINA). Now that the Fed ...

StocksMacroNasdaq

The Nasdaq, time to enter?

The average price-to-earnings (PE) ratio for US technology stocks has contracted sharply since the beginning of the year, with the Nasdaq PE ratio falling from around 37 to around 25 in only 4 months. Are we close to ...

StocksAsset AllocationS&P500

Investing takeaway from the Q1 earnings season

Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...

StocksAsset AllocationS&P500

Why the S&P500 equal weight could be a wise choice

There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...

StocksTechnology

Tesla continues to surprise

Tesla beat Wall Street estimates and reported better-than-expected results for the first quarter of 2022, defying production disruptions due to the Covid measures in China, the global supply chain crisis, and the crisis in commodity markets. ...

StocksBonds

Positive real rates, the latest headwind for stocks?

US inflation-adjusted bond yields are about to turn positive for the first time since March 2020 in a surge that is adding further pressure on rate-sensitive corners of financial markets. What are the implications for ...

StocksTechnology

Could Big Tech stage a rally?

In January this year, Big Tech stocks saw their largest pullback since March 2020. Faced with uncertainty surrounding the Fed’s tightening cycle, supply-chain issues, and war in Ukraine, investors have shied away ...

StocksinflationValueSwiss stocks

Switzerland: The Land of Cheese, Chocolate, and Investment Opportunities

Swiss stocks have proven to be more resilient during the recent market rout. The SMI index has outperformed its counterpart Stoxx50 by more than 7% this year. What is driving the difference?

StocksEurope

European equities: is the worst behind us?

The bad news is accumulating for Europe. Questions about a European recession abound. European dependence on Russian energy and grain imports is adding to inflation woes. Volatility is here, but…. is the worst ...

StocksTechnologyAll about bankingfintech

Will Big Tech transform banking?

Tech giants are entering financial services on several fronts, from payment solutions, creditworthiness algos, crypto, to ‘buy now, pay later’. Is it a question of time before they take on large banks or is there ...

StocksTechnologyChina

Chinese tech: Opportunities in the rollercoaster ride?

The recent volatility in Chinese tech giants has provided interesting trading opportunities. The internet giants are highly exposed to regulatory scrutiny, but could there be light ahead of the tunnel? ...

StocksFixed IncomeRatesS&P500Fed

History of rate hikes

The S&P 500 Index is off to its worst start to a year since the Covid-fueled sell-off in March 2020. Many factors, notably the Federal Reserve’s tightening, are in focus. But what does history tells us?

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