Bitcoin knocked off the top spot on Bitpanda…

FTSE 100’s accelerated uptrend to pause?

In today’s The Telegraph business section (Feb 23), one prominent headline screamed: “Britain is biggest loser from Trump’s new tariffs”.

Last week, the Trump administration was dealt a significant blow after the US Supreme Court rejected its Liberation Day tariff plan. Not backing down, the US president…[Read more]

Energy is never far from the news right now, whether its the ever increasing cost of Ed Milibands renewables dream , the seemingly insatiable demand for energy created by AI/ Data centre capex, or the foreign policy of the Trump Whitehouse.

Oil prices are up around +16.0% year to date and there are plenty of bullish signals coming from the…[Read more]

I don’t know if you have checked EWY US the South Korea iShares MSCI ETF recently but you might be quite pleased if you do.

Because they are +3.59% today and by more than 25.0% over the last month .
You may recall that I tipped Korea to out perform the US S&P 500 in 2026 (see the link below).

And though its early days we are of to a good…[Read more]

Allied to those questions about sustainability and renewable energy, here is a link to a very interesting essay on the nature of a business and what it should strive to do ,and who it should try to please? From NYU Stern Business School Professor Aswath…[Read more]

Has the whole renewables energy and sustainability drive been just a sideshow and a colossal waste of time ? looking at his chart and associated comments its hard to think not .

Is cattle meat (‘beef’) about to become more expensive?

The Barron’s cover story (‘The Cattle Crisis: Small Herd, High Prices’) last week highlights the impending crisis in the industry.

You can sense this by just looking at the price chart of Live Cattle.

Prices have been rising non-stop for the last 2-3 years. After a brief consolida…[Read more]

Its a tricky market for fund management companies right now.

At one end of the spectrum we have St James Place which has been disrupted by the emergence of tax and financial planning AI with the stock falling by as much as -13.39%, in a single session 9 days a ago.

At the the other end of the spectrum we have Schroder’s which is the…[Read more]

Outperformance that’s a word that keeps cropping up in my feeds most likely because that’s not what most people and their portfolios are doing right now .

Why is that ? Well put simply they have the wrong positions / exposure tracking the market through an ETFR like SPY, VOO or their European equivalents is a great plan until the stocks that…[Read more]

Is the Japanese Yen about to bounce higher?

Since Prime Minister Sanae Takaichi’s landslide election win on February 8, the Japanese stock market has soared to all-time highs, bond yields slumped and the Japanese Yen became less weak.

Against the US dollar, the exchange rate has dropped from 157 to 153, extending the broad pattern beneath the c…[Read more]

UBS Wealth has downgraded the Communication Services sector today it follows a downgrade to the Information Technology sector by the money manager last week The wealth manager is concerned a bout the scale of AI and data centre related capex n the sectors which it reminds customers could consume most of the sector free cash flow leaving…[Read more]

Multi asset broker eToro ETOR US sees its stock rally by +18.0% today following better than expected earnings and news of an additional $100 million share buy back.

Though the stock remains well below its June 2025 highs circa $79.96. a close above the 50 D MA found at $33.48 would be something for the bulls to hold on to.

Rivals Robinhood…[Read more]

These are strange days in the markets make no mistake. Consider this comment on the S&P 500 by former market maker Noel Smith:

” The S&P is flat over the past month, but the average stock moved 10.8% — a dispersion spread at the 99th percentile over 30 years. ”

And this recent quote from market commentator Michael Batnick “Wild market. W…[Read more]

Palantir completes a top formation?

Uncertainty is growing in financial markets.

Many long-running bull trends have collapsed (eg software stocks), while assets like gold and silver have regressed significantly from their recent peaks.

Meanwhile, a few red-hot Asian markets are near-term overbought (eg, Kospi and Nikkei 225).

In sum, it is…[Read more]

NatWest Group followed up their announcement earlier this week that it was buying wealth manager Evelyn Partners for £2.7bn with a solid set of full year results, although that wasn’t enough to prevent its shares from falling to their lowest levels since October 2025, testing the 200-day SMA in the process, having started February well above th…[Read more]