• July 23, 2024

Weekly Newsletter – 19th July , 2024

Both the S&P 500 and Nasdaq experienced their worst week since April, with the Nasdaq falling 3.6% amid concerns over potential tighter U.S. semiconductor export restrictions to China and comments from Donald Trump regarding Taiwan. The “Magnificent Seven” tech stocks saw a collective 5% decline, with semiconductor companies like Nvidia and Intel dropping nearly 9%. Additionally, CrowdStrike’s stock plummeted 20% due to a global technology outage attributed to a faulty software update, while electric vehicle stocks faced pressure from Trump’s criticism of clean energy initiatives.

  • November 12, 2026

Weekly Newsletter – 6th November, 2026

Markets welcomed the Democratic sweep of Congress with an initial relief rally, as lower yields, a softer dollar,…

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  • November 2, 2026

Weekly Newsletter – 30th October, 2026

Markets confronted an AI-spending reality check as Alphabet, Amazon, and Intel suffered sharp selloffs triggered by negative free…

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  • October 26, 2026

Weekly Newsletter – 23rd October, 2026

Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…

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