market commentary Archives

AI Winners and Losers ...

21 April, 2026

Stocks regain losses and three interesting holding companies to buy ...

14 April, 2026

Credit Markets reassure stock investors ...

30 March, 2026

Ok. Now I am starting to get worried...

23 March, 2026

Reasons why I am still not worried...

16 March, 2026

$120 Oil is the key...

09 March, 2026

War. Cycles. Rotation and the SpaceX IPO...

04 March, 2026

The threat of AI sinks software...

18 February, 2026

Trump volatility, Venezuela and 2026 predictions...

27 January, 2026

How much can we expect to make in 2026...

12 January, 2026