Post the enthusiastic finish to 2024 the markets ended on another record high and further ran up higher through the start of January...

The industrial sector is undergoing a major transformation. Companies are rethinking how they store and distribute their products by...

The growth to value rotation which began in July leading to depressed valuation of firms in the high growth sectors, mainly led by...

This week the market had a rocky rise. The FED rate decision was made on the 18th of September, similar to the decision made 16 years...

Last week was a week of reports and debates. The presidential debate took place between Kamla Harris and Donald Trump, where Kamla Harris...

Over the last week, it has been nothing if not dynamic, challenging, ambiguous and volatile, truly embodying VUCA! A new month, several...

Over the last week we had wild swings in the market, caused by the market sentiment around one major event: Nvidia (NVDA) earnings....

Over the week we had a relatively smooth week. This was a week of recovery from the extreme volatility event earlier in the month....

Over the week, the markets have seen a continuous reversal of what took place over the last two week. The VIX has fallen back into its...

What happened last week? The stock market tumble worsened and then improved and worsened and then plateaued. As we mentioned in our last...

The US markets just had the worst day since 2022 and close to the Black Monday event in Japan. What really happened? The rotationary...

The numbers are out! GDP, Inflation and consumer confidence are all moving in positive directions. GDP grew at a staggering 2.8% for Q2,...

The current market environment is that of a rotationary one. Throughout history there has been a rotation between companies over the...