Perspectives

On July 3rd, I published my Mid-Year Market Review, including what I called my "Bold Predictions” as they are contrarian to the market consensus.

Many investors entered the year heavily concentrated in the Magnificent Seven (Apple, Microsoft, NVIDIA, Amazon, Alphabet Meta, Tesla) but so far, these stocks have significantly underperformed the other 493 companies in the S&P 500. For anyone with a diversified portfolio like we do, this has actually been a positive development.

Markets are on track to finish higher despite a week of dramatic headlines and sharp swings. In this week's update, we discuss why strong employment data sparked volatility, how we used market pullbacks to selectively add value, and why the upcoming wave of IPOs may be contributing to recent turbulence. Plus, our thoughts on the highly anticipated SpaceX IPO—and why we're likely staying on the sidelines.

Markets are focused on inflation. The bigger question may be whether governments can afford the interest rates needed to fight it.

Amid growing debate around AI valuations, a clearer lens is emerging: this isn’t just hype, it’s a complex, evolving wave. From market volatility to energy infrastructure and long-term deflationary forces, here’s how to think about what’s really driving the AI economy.

The market is climbing but not without hesitation. As investors navigate geopolitical uncertainty and the next phase of the AI boom, the real opportunities may lie beyond the obvious. Here’s how we’re thinking about risk, resilience, and where capital is flowing next

Oil prices are rising, but the bigger picture may actually point to lower inflation ahead

When headlines turned alarming and markets opened sharply lower, many investors faced a difficult decision. Mark Ting breaks down what last week's volatility revealed about emotional investing, and why staying disciplined in uncertain moments is often harder than it sounds.

Les marchés se transforment en profondeur. Alors que le secteur technologique se réévalue et que les tensions géopolitiques s'intensifient, nous expliquons pourquoi il ne s'agit pas d'un effondrement, mais d'une transition, et où de nouvelles opportunités émergent.

Markets often react faster than the data justifies. As inflation fears resurface, this time driven by rising energy prices, we examine what’s signal vs. noise, and why today’s economic backdrop may be more resilient than headlines suggest.