Newsletter
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery after the...
- February 9, 2026
Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets demonstrated resilience...
- February 5, 2026
Weekly Newsletter – 30th Jan, 2026
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and AI deal...
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks. The global...
- June 17, 2025
Weekly Newsletter – 13th June, 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between...
- June 10, 2025
Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included a public...
- June 4, 2025
Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the 90-day tariff...