📊 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.
The results of Trump’s tariffs are in, and it feels like a big flat pancake. Trump’s “Liberation Day” has sent global markets into chaos. At first, a cleverly engineered free fall seemed like a wild call, but if Trump can push rates down, he might be able to restructure the ridiculous U.S. debt at lower… Continue reading
The market is indeed becoming very choppy 🌊, with the stock market crash now dominating the headlines. This was bound to happen; when you mix an overvalued market with the uncertainty surrounding Trumpanomics, it’s no surprise that investor sentiment is turning bearish. Concerns are widespread, with issues such as tariffs, conflicts in the Middle East,… Continue reading
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
