📊 A collection of independent commentary, views, and opinions about global markets, thematic themes, trends, and just a good yarn about the stuff that’s happening around us. Nothing in-depth just a quick take on the things we find interesting and are watching.
Investors interested in commodity-based businesses should understand the basics of the commodity cycle to identify potential investment opportunities. It is common for investors, even those actively involved in commodity businesses, to lack an understanding of the close correlation between current spot prices and the investments they hold. I am not discussing commodity trading, futures, or… Continue reading
When I first started investing, I paid little attention to understanding currencies. However, as the years progressed, I realised that comprehending currencies and their impact on my portfolio has become incredibly important. Even investors who tend to favour home bias—sticking to their country’s stock exchange instead of investing globally—should understand currencies. Why? Because businesses often… Continue reading
I’ve found that Mergers & Acquisitions (M&A) are among the best indicators for the micro and small-cap segment of the market. Dealmaking is at the core of the stock market, from IPO activity to capital raising and all the way to M&A activity, which includes takeovers between public companies, mergers among peers, and private equity… Continue reading
What a wild start to the stock market in 2025 for Investors. There is far to much noise and a lot of distractions out there. 🎲 Appears to me to be a speculators market more than anything else right now. Trump, trade wars, skyrocketing valuations, gold hitting record highs, indices creeping upward, and crypto experiencing… Continue reading
There are many predictions and ideas for the 2025 market outlook, and it may seem pointless to write about them. However, it’s essential to understand the current state of the world and how others view the markets. I don’t make predictions, as I’m uncertain about the future; instead, I digest a wide range of information,… Continue reading
October 2024: Market Update. It’s been quite a turbulent time in the market. I haven’t provided a market update in a while, so I’d like to share my observations and interests. Are we in a🐂 Bull or 🐻 Bear Market? GOLD GOLD GOLD is the talk of the markets. It is challenging for an investor… Continue reading
The Indian stock market has seen significant growth over the past decade. Even after the challenges posed by COVID-19 in 2022, the equity markets have continued to rise. For instance, investments in Indian mid-cap mutual funds have been yielding over 20% in annual returns, consistently outperforming the index. However, it’s important to note that there… Continue reading
As a frequent global traveler, I use WISE PLC every day. I am always on the lookout for the best ways to travel, spend, and convert various currencies to ensure that I get the best rates. Creating Wealth is not just about investing intelligently, it is also about spending intelligently and maximizing healthy financial habits…. Continue reading
💥 Market Crash Monday…is this a temporary pullback? It’s been quite a chaotic August after the recent minor market crash. Investors are in for a rollercoaster ride. Global markets are still unstable after a significant sell-off on Monday, which also affected the cryptocurrency markets, with Bitcoin dropping by 16.50% and Ethereum by 24.19% at one… Continue reading
💹 A quick look at the Uranium Bull Run and my two cents… The Uranium Bull Run continues… The Uranium Bull Run has seen prices significantly grow over the past year, reaching new highs in 2024. This surge has been driven by renewed interest in nuclear power as a solution to the world’s increasing energy… Continue reading
