Global Markets
Aston Martin: A Turnaround Running on Borrowed Time
For investors, Aston Martin is becoming a classic example of the difference between a better business and a safer stock. The operating story has improved.…
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Further Analysis & Commentary
ASX Weekly Market Wrap
Miners and Gold Power Index to Fresh Highs Resources Reclaim Market Leadership The ASX Weekly Market Wrap shows a decisive…
Netflix Parts Ways with Warner Brothers Deal as Paramount Comes Out on Top.
Shocking news as Netflix walks away from Warner Bros. Discovery (WBD) deal. For a few months, Netflix was strongly poised…
China Equity Market 2026: Is Now the Time to Buy?
As China’s mainland equity markets reopened after the Lunar New Year break, investors returned to a markedly different global backdrop.…
AI Software Sell-Off: How AI Fears Are Reshaping Tech Valuations
Artificial intelligence giveth, and artificial intelligence taketh away. After weeks of heavy selling across global software stocks, a single webinar…
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Monthly Investor Memo
Delivered Monthly - 2026