The S&P finally hit all-time highs last week, buoyed mainly by renewed optimism around AI. However, valuations look ever more stretched, and some near-term consolidation appears possible.
- January 19, 2024
Weekly Newsletter – January 19, 2024
- 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…
- 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…
- 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…