Today we step away from the conflict in the Middle East and return to equities, once again linked to AI. Over the past two days, Broadcom and Marvell Technology have reported their earnings (and by now 96% of the companies in the S&P 500 have done so). These two players are perhaps less well known […]
There was a time—not long ago—when the digital economy was far less developed, and any competent market analyst could not ignore a particular index: the Dow Jones Transportation Average. This index is effectively the sibling of the US30, more properly known in full as the Dow Jones Industrial Average. The underlying concept is straightforward: to […]
Just over a month ago, we focused our attention on silver (here), highlighting its growth potential when it was still trading around $53. In particular, we emphasized the metal’s structural production deficit: for several years now, global demand has consistently exceeded actual supply. This naturally raises the question of what has driven such a sharp—and […]
While this morning brings several hot topics—from a strong September NFP print to Japan’s sudden surge in exports accompanied by the new government’s announcement of a massive fiscal stimulus—we will again focus on the tech sector and the dramatic reversal seen yesterday in equity markets. U.S. markets closed sharply lower, despite having risen more than […]
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