Slow food for thought

Insights and research on global events shaping the markets

The Fed joins the global rate cut cycle.

|

29/08/2024

In the athletic footwear industry, established brands have long dominated, but newer players are quietly gaining attention from athletes and casual consumers alike.

As we head into Jackson Hole's symposium by the end of the week, what's next for stocks? Below, we look at the good, the bad and the ugly sides of the current fundamental and technical backdrop.

No summer break for US politic and central bankers

|

05/08/2024

Ever since the launch of ChatGPT, the words “Generative AI” have taken over headlines, earnings releases, and everyday conversations. While the birth of AI can be traced back to the 50’s, it is the recent momentous advancements in this space that have opened the layman’s eyes to the potential AI has of transforming different aspects of life and industry.

Through his speeches and writings, Warren Buffet's late ‘right-hand man’ left a legacy of real life and investment lessons. Excerpt below (source: Compounding Quality on X)

Economic growth is soft, external challenges rise, but China stays the course. This is essentially the conclusion that can be drawn after the Third Plenum and the most recent economic data. The focus of Xi Jinping is not on trying to maximize short-term economic growth, but rather on continuing the transformation and modernization of the economy. As Donald Trump looks set to return to the White House with a new set of tariffs in his MAGA cap, as Europe eventually raises trade barriers of its own, as sanctions on Russia redefine energy and commodity trade flows, China is central to the ongoing emergence of a new world economic order.

|

19/07/2024

One of the spiritual fathers of behavioral finance passed away in March this year. Below, we pay tribute to Daniel Kahneman by highlighting 10 of his main empirical studies in the field.

“ Creativity is just connecting things.” Steve Jobs

|

16/07/2024

1 2 3 4 5

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks