Slow food for thought

Insights and research on global events shaping the markets

As President Trump’s tariffs trigger a wave of financial and diplomatic disputes, Asia’s largest powers are reassessing their alliances and strategic priorities, signalling a significant shift from the dynamics that have shaped the past decade.

On 10 September 2025, Oracle shares soared 36% in a single session, adding more than $230bn in market value. The rally rippled across the tech sector, lifting semiconductor and cloud infrastructure stocks, driving the S&P 500 and Nasdaq to record highs.

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12/09/2025

Where have we come from, where are we now, and where might we be headed?

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09/09/2025

America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for more than 60 million people—are being open to bitcoin and private equity.

Buy and Hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald Read, a seemingly unassuming janitor taught himself how to invest like a pro, accumulating a fortune of almost US$8 million before his death in 2014.

Precious metals are shining this year: at the time of writing, gold has reached US$3,324 per ounce (+32% year-to-date), while silver stands at US$37 per ounce (+25.5%). Indeed, gold is now the best performing asset YTD, with silver closing in on its heels.

From lab to market – time for Europe’s quantum leap

Switzerland’s early August brought tough trade and political blows, yet its equities have proven surprisingly resilient.

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15/08/2025

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