11 Jun 2024
Reckless Trading
Source: WSJ
11 Jun 2024
Commodities' seasonality
Source: Jay Kaeppel, SentimenTrader
7 Jun 2024
US sets stage for antitrust probes into Microsoft, OpenAI and Nvidia
Source: Reuters
6 Jun 2024
Michael Mauboussin latest research about stock market concentration: "How much is too much?"
Please read Michael Mauboussin’s (head of Morgan Stanley’s Consilient Research) latest article in which he argues that the rising concentration in the US stock market indices is justified by the companies’ underlying fundamentals. The article can be freely accessed on the Morgan Stanley Investment Management website. Source: Consilient Research for Morgan Stanley Investment Management’s Counterpoint Global
6 Jun 2024
The US could be on the brink of the civil war according to Ray Dalio
In an interview given to the FT on 16 May, billionaire investor and founder of Bridgewater Associates warns about the risk of a civil war breaking in the US. Source: FT
6 Jun 2024
Ray Dalio says benefits of investing in China outweigh risks
Source: South China Morning Post
30 May 2024
Chinese BYD launches plug-in hybrids with a 2100 km driving range
Source: WSJ
30 May 2024
The 5D commodity bull market according to Goldman Sachs
Source: Goldman Sachs Global Investment Research
