2026 is bringing new opportunities to the defense industry.

Geopolitical tensions are surging in all corners of the world, from South America to eastern Europe to the Middle East. Even the faraway island – Greenland (population only 57,000!) – is being cast under the spotlight.

No wonder investors are piling into defense stocks, particularly UK…[Read more]

Marks & Spencer approaching ‘bounce or break’ moment

Investors are waiting nervously for Christmas trading updates from major British retailers.

Given the backdrop of employment, income and tax uncertainties, consumers are clearly not in a keen mood to splash out.

Hence, I flagged the chart precarity of Marks & Spencer (MKS).

During 202…[Read more]

Lloyds (LLOY) is on the brink of reaching triple-digit share price.

The first trading session of 2026 saw Lloyds, one of UK’s largest banks, hit an intra-day high of 100.0p.

This level was last reached in 2008 during the Global Financial Crisis, an event almost 18 years ago! You can say Lloyds’s current rally is almost a onc…[Read more]

Will Tesla become the next $2 trillion company?

As soon as Musk left DOGE (Department of Governmental Efficiency) in May, Tesla (TLSA)’s investors breathed a collective sigh of relief.

When the world’s richest man was fronting that department earlier this year, Tesla sales tanked, showrooms damaged and his reputation tarnished beyond rec…[Read more]

AI fatigue?

Volatility is often a hallmark of speculative markets. Nothing is more speculative these days than the Artificial Intelligence (AI) industry.

Until autumn this year, the sector enjoyed blanket bumper returns. Articulating the word “AI” is imperative in investor presentations, in company reports and in market engagements. The ult…[Read more]

Time to exit property listing platforms?

One recent news article (“Zillow shares are getting crushed. Here’s why.”, CNBC, December 16) caught my eye attention.[1]

The reason is that Google (US:GOOG), the search monopoly giant, is muscling in real estate listing. Starting late 2025, Google has been testing the waters by inserting some prope…[Read more]

British Airways (IAG) eyes a return to pre-covid peak

After a long and laborious climb, British Airways (trading under ticker IAG) finally nears its pre-covid price level.

The owner of BA and Iberia rose four sessions in a row to hit intraday peak of 420p. This level is just 10p shy of the multi-year peak recorded on 3 Nov.

IAG’s robust a…[Read more]

Swiss Franc ending 2025 on a high note

One safe-haven asset often overlooked by many investors is the Swiss Franc.

Traders are frequently attracted by gold and AI. But 2025 was an equally good year for Switzerland’s currency.

Take a quick look at British Pound-Swiss Franc’s (GBPCHF) long-term chart. The rate only travels in one direction : Dow…[Read more]

Babcock (LSE:BAB) renews cyclical bull run

In a keynote speech this week, Nato secretary general Mark Rutte issued a stark warning about Russia’s threatening behaviour.

“President Putin,” he warned “is in the empire-building business again. He is throwing everything he has at Ukraine, killing soldiers and civilians, destroying the havens…[Read more]

US rate cut boosts silver to all-time highs; watch platinum

After a contentious Fed meet on Wednesday, the final monetary decision was a 25 bps cut. The new band level is set at 3.5-3.75%.

Why contentious? Simply because there was no unanimous decision on: first, the direction of the policy rate and, second, the magnitude of the move. The result…[Read more]

‘Super glut’ heading oil’s way

While natural gas prices keep climbing, the other major energy fuel – crude oil – remains suppressed.

Crude’s 3-year chart below highlights this bear trend clearly. Since 2024, each reaction high was marginally lower than the one before. And each lower low dipped deeper south. Over time, a definitive “downtrend…[Read more]

Japan in a secular bull market

After the onset of the great covid pandemic, one financial boom happened after another. From the EV bubble to crypto to MEME ‘stonks’ to AI, these speculative frenzies just never stop.

But there is one that is still not widely mentioned. That is Japan.

The great normalisation of the country’s economy and finan…[Read more]

Dollar Down?

President Trump has announced that he will make an announcement in early 2026, concerning the new Fed chairman.

During the last summer, an intense political battle was fought over the leadership of the venerable institution. From Lisa Cook’s appointment to Fed’s multibillion renovation, no stone was left unturned in the bid to cha…[Read more]

Time to buy Chinese stocks?

While trade war remains a sticky topic for the Sino-US relation, on both sides of the Pacific their respective stock markets are on a bull run.

On Wall Street, animal spirits are riding high. Generous valuations are heaped on AI, crypto and a wide swathe of stocks. Key US equity indices are near record highs. In…[Read more]