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Why We’re Expecting Global Car Market Growth To Hit The Brakes

Why We’re Expecting Global Car Market Growth To Hit The Brakes

Image Source: Unsplash Major regional markets maintained growth in the first half of 2024 The pace of car sales growth slowed down in the first half of 2024 after a strong rebound of light vehicle sales last year, in line with our expectations. We note that all the three major regional car markets – China, the US and the […]
Bitcoin rebounds 13% on US market support and surge in Coinbase buying

Bitcoin rebounds 13% on US market support and surge in Coinbase buying

Key Takeaways Bitcoin recovers 13% with US market intervention and increased buying on Coinbase. Coinbase’s trade volume reaches $8.1 billion, the highest since early 2024. Bitcoin has rebounded 13%, thanks to critical support and liquidity provided by the US market, with strong spot buying observed on Coinbase order books, according to QCP Capital, a Singapore-based […]
Mapped: The World’s Largest Stock Markets (1900 Vs. 2023)

Mapped: The World’s Largest Stock Markets (1900 Vs. 2023)

In this graphic, we visualize the world’s largest stock markets by country in 1900 and in 2023. This is based on each country’s percentage share of global market capitalization.Data for 1900 comes from the DMS Database, accessed via the UBS Global Investment Returns Yearbook 2024. Figures for 2023 are based on the FTSE Russell All-World Index […]
Stock Selloff: Is Now The Right Time To Buy Value Stocks?

Stock Selloff: Is Now The Right Time To Buy Value Stocks?

Image Source: Unsplash While Monday’s massive stock selloff produced one of the worst days for the markets in two years, it also created an opportunity for investors to find good value stocks.When the Nasdaq sank more than 900 points at the opening bell, you knew this was going to be a bad day. By day’s end, […]
Palantir’s AI Evolution: Strategic Shift Or Marketing Ploy?

Palantir’s AI Evolution: Strategic Shift Or Marketing Ploy?

Image courtesy of 123rf.com Outside of bounds of a regular commercial company, Peter Thiel’s Palantir (NYSE: PLTR) is often associated with inner workings of state power. Co-founder and current Palantir CEO, Alex Karp, made this clear in no uncertain terms when he stated that the company was critical in shaping the political landscape in Europe alongside preventing terror […]
Waking Up From The Dream World

Waking Up From The Dream World

It often only takes one trigger for the financial markets to wake up from their dream world. Our indicators have been showing for some time that they are dancing on an ever-thinner rope. See ‘Pretiorates’ Thoughts 37 – The US Equity Market, the Last Man Standing?’ from July 4, 2024.The smart investors have been distributing […]
Brief Update On The Recent Market Decline

Brief Update On The Recent Market Decline

Image Source: Pexels   “Well, the market did continue to charge forward and the cost to us was underperformance. Even though our returns were solidly positive, they did not match the performance of the S&P 500. Does that mean our cautious approach was unwise? We don’t think so. If you buy fire insurance and your house […]
Turnaround Tuesday

Turnaround Tuesday

After three straight days of 1%+ drops, the S&P 500 finally hit extreme oversold territory yesterday by moving more than two standard deviations below its 50-day moving average. Below is a chart that’s included in our Morning Lineup every day to help investors gauge overbought/oversold levels. It’s a helpful way to get a quick check-up on the market. In […]
Size, Momentum And Value

Size, Momentum And Value

Burgeoning optimism surrounding impending potential Fed rate cuts and a rotation toward smaller-cap stocks in July may have been short-lived, as global market jitters led to the trouncing of stocks across the capitalization spectrum on Aug. 5, 2024. The S&P 500®  plunged 3%, its largest daily decline in almost two years.Despite this recent pullback, the outperformance […]
The Rot In The Commercial Real Estate Market In One Story

The Rot In The Commercial Real Estate Market In One Story

Photo by Tomi Knuutila via Flickr I’ve been watching the commercial real estate (CRE) sector as a potential catalyst for the next financial crisis. So far, it has managed to hold together, but there is still trouble brewing under the surface.The story of one commercial real estate investment by UBS Group is a microcosm of the […]