Doomsday risks are rising while stretched valuations reveal a troubling gap between markets and reality
US inflation edges higher on tariffs but no major surge expected
It is important to avoid a recession
Are earnings growth and margin expansion reflected in current valuations?
A cheery earnings consensus
Booming demand from generative AI and data centres is powering semiconductor growth while frothy valuations…
The Overlooked Pillar of Wealth Protection
US oil dominance keeps supply high, limiting price impact from geopolitical shocks
