Market Insights

You may have seen the press of popular opinion talking about this year’s rally in tech stocks. Here’s what it looks like on the chart: But when you take a closer look, you realise the rally in the Nasdaq this year is not broad based. It is essentially being powered

And just when we thought we’ve seen it all… From the article: One of Vietnam’s biggest automakers has made a big splash on its entry to Wall Street, pushing its market capitalization above that of industry giants such as Volkswagen and Ford. VinFast, an electric vehicle maker, enjoyed a red-hot

Check this out: In other words, buying the S&P 500 (or index hugging mutual funds for that matter) has never been this concentrated. But wait, it gets even better, according to S&P Global: Big Tech is largely fueling the S&P 500’s positive performance in 2023, with investors buying just seven

 NEW PODCAST WITH CHRIS MACINTOSH Chris was recently on the CapitalCosm podcast to talk about today’s macro landscape and the opportunities it presents. Here’s just a handful of the topics they discussed: You can listen to the entire conversation here.  ARGENTINA Staying with the biggest opportunities in today’s market… How about Argentina?

With the media circus focused on the pointy shoes at the Fed this week, we thought it would be fun to follow suit and do something a bit different. Today, we’re dusting off a fictional piece Chris wrote many moons ago — a central banker’s diary entry. Enjoy! Life Through

Today, let’s take a look at one of our favorite (and most obscure) corners of the stock market: offshore drilling stocks. We believe the upside in these stocks will likely surprise everyone in terms of duration and magnitude. Right now, the offshore drilling sector is priced as if it’s on