In recent weeks, investors have raised an unthinkable question. Could Google’s impenetrable moat be under threat? The emergence of Chat GPT, Google’s blundered retort and Satya Nadella’s rise to Guru CEO status have raised eyebrows. “I hope with our...
Newton’s third law of motion states that for every action, there is an equal but opposite reaction. This holds true in markets. The momentum that you leverage on the way up will crush you on the way back down. The stocks that experience a meteoric rise are often...
A new year, a new market rally. The fabled goldilocks scenario of falling inflation and slowing interest rate hikes was enough to warm the stock market up in January. December saw the smallest increase in inflation in over a year. Meanwhile, the Fed reduced the size...
Introduction Ah yes, the mind-bendingly difficult task of predicting exactly what will happen in the year ahead has rolled around once more. Understandably, everyone is searching for that sense of conviction that comes with having a clear vision of the future....
Stock Market Surge In recent weeks, we have seen a considerable rally in the stock market. Lower-than-expected inflation prints have been well received, resulting in the largest one-day rally in over two and a half years. Some of this exuberance can be attributed to...
It’s human nature to focus on the most recent news and react to our present environment. Where we go wrong is our tendency to extrapolate this current environment out into the future, assuming it will last forever. During the good times, we get caught up in the...
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