Is Bitcoin slipping into a ‘Crypto Winter’?

Both gold – digital and real – have fared badly over the past week.

As gold crashed from $5,600 to $4,600 in a matter of hours, Bitcoin took its time. Still, the direction of its travel recently mirrors that of the precious metals: Down.

On Wednesday, Bitcoin slumped to its lowest level since lat…[Read more]

Are we seeing a growing shift into defensives?

The power of AI is hitting the corporate world.

Just this week, many previously stable large-cap data, analytics and software-related business (eg RELX, LSEG, SAP) were hammered into long-term lows. The fear is that generative-AI is expected to take future profits away from these tech firms.…[Read more]

Tungsten maintains record rally

While gold and silver prices are melting down, one commodity extends its record-breaking rally on Monday. That’s Tungsten.

The industrial metal is a grayish-white element, labelled under ‘W’ in the periodic table. “Wolfram” is Tungsten’s former name.

Tungsten has many useful properties, such as highest mel…[Read more]

RELX extends cyclical bear trend into multi-year lows

The power of AI is now impacting many companies’ share prices.

One such stock is the multi-billion publishing and analytics company Relx (ticker: REL), a component of the prestigious FTSE 100.

If you look at its long-term share price, you’d think that AI has completely obliterated its ent…[Read more]

US Dollar slumps against major currencies

Financial markets are always full of surprises. Many old timers will attest to this.

“Thirty years ago,” wrote Buffett in 1994,” no one could have foreseen the huge expansion of the Vietnam War, wage and price controls, two oil shocks, the resignation of a president, the dissolution of the Soviet Union…[Read more]

– JPMorgan retreats to uptrend support –

The fact that gold has zoomed past $5,000 without hesitation is telling.

Investors are extremely worried about recent geopolitical developments; and are scrambling to hedge their portfolios with hard assets. Gold, silver, platinum are premium assets that investors preferred to hold in the Age of…[Read more]

Ancient metal (Tin) roars back to life

Tin is one of oldest metals around. The element (symbol Sn) was used by humans as early as 5,000 years ago, and was found in ancient Egyptian tombs. These days, tin is used in various industrial products, from solders to coating to cans.

China and Indonesia are two largest producers of raw tin ores…[Read more]

US dollar weakens against Swedish SEK and Norwegian NOK

Earlier in the week, I discussed about the ‘Sell America’ topic due to intensifying macro volatility. The three main asset classes to underweight are: US dollar, Treasuries and US equities.

Since that publication, it appears that the Trump administration has recoiled from using the most bru…[Read more]

Chinese Tech Boom

A year after the ‘DeepSeek’ moment, what has happened to the Chinese technology space? Plenty.

From chip-making to LLMs to robotics, the entire China technology chain is powering forward rapidly.

The weekly chart of Chinese chip-maker Cambricon Technologies (ticker: 688256) tells you broadly the sector’s upward traje…[Read more]

Unsold stocks to extend Diageo’s bear trend?

According to a recent weekend Financial Times article, major alcohol companies are sitting on a staggering $22bn worth of unsold products.[1]

This ‘lake of unsold spirits’ will likely swell further this year, when more stocks matured. The total unsold inventory hoard is likely to grow close to 40-50…[Read more]

Beware of overstretched uptrends

In the realm of investing, what’s the difference between Buffett and the rest? The answer is straightforward. He does things differently.

In what ways, you ask. For one, unlike most investors he is not really excited by rallies. He prefers declines. He even coined a famous phrase for this: “Be fearful when oth…[Read more]

Gold and silver soar to fresh highs on Fed investigation

Important events are continuing to unfold frenetically over the weekend.

The most shocking, however, was the criminal investigation of the US central bank. In particular, the US Justice Department is examining whether an indictment can be charged against the Fed chairman, Jerome Powell,…[Read more]

Amazon (AMZN) to regain upward initiative?

Out of the top techs last year, Amazon’s (AMZN) share price was the least exciting.

Look at its trading range over past 12 months. Price was mostly bouncing in between $200-$240, with occasional ventures outside these parameters.

The tariff-induced sell-off in April kicked prices to $160; a bout of e…[Read more]

Investors punish UK food and high street retailers over Christmas retail updates

A few Christmas retail trading updates have arrived today.

Tesco (TSCO), UK’s largest supermarket, reported a 3.2 percent rise in sales over the crucial Christmas period. Its share of the total grocery market stands at record levels.

More importantly, the £27 bi…[Read more]