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There are very few businesses in the world where demand grows, margins expand, capital needs shrinkand yet the market stays skeptical. Airbnb (NASDAQ:ABNB) is one of them. For most of its life,...
A fifth straight decline in initial jobless claims places even more emphasis on Tuesday’s CPI data to vindicate markets' residual bets on a September Fed cut. The consensus view has now emerged: a...
USD/CAD has been on a grind off late, having finally broken out of a brief period of consolidation, thanks in part to a moderate US Dollar recovery and stalling Oil prices. USD/CAD has, however,...
Investment Thesis As a key player in semiconductor equipment manufacturing, Lam Research (NASDAQ:LRCX) is also an attractive investment that should benefit from a range of secular growth drivers in...
1. Energy Transition Continues to Drive Demand Growth Global nickel demand remains steady growth. According to data from the International Nickel Study Group (INSG), global nickel demand reached...
So far in 2025, Alphabet (NASDAQ:GOOGL) (Google) has been the worst performer among the Mag 7, with the stock down about 11% YTD. Since February, I've watched the share price drop hard from around...
The Sino-American trade negotiations in London have yielded plans to revive the flow of sensitive goods, but have failed to mark a breakthrough and leave the US dollar still vulnerable to domestic...
In a social media post this morning, Trump said Xi Jinping is difficult to make a deal with, as markets await details on the scheduled call between the two leaders this week. There is some positive...
Surprises in growth and inflation have pushed the Bank of Canada into a corner, with markets now backing a hold in June. With USD/CAD bouncing at key technical support, the spotlight turns to...
Nu Holdings (NYSE:NU, Financial) is considered one of the best growth stories coming from emerging markets. Thanks to its fast-growing revenues and earnings, a stable financial position, and a...
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