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]

Sometimes the behaviour of the markets deviates from economic theory and that certainly seems to be what’s happening in the first chart below, as EU banks continue rise even as EU interest rates fall .

Of course, European interest rates haven’t fallen in isolation, as the tweet below from Julian Jessop reminds us. And perhaps that makes the…[Read more]

JP Morgan may not be publishing any more morning notes in the UK until Jan 5th 2026, but its US team has published an outlook for stocks in 2026.

Which includes a list of preferred stock in each sector a snapshot of which can be seen below.

The reports extends to 134 pages however the executive is as follows:

“!J.P. Morgan’s 2026 U.S. Equity Y…[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]

Is the S&P 500 Information Technology sector looking over sold in the short term?

With just 7.14% of stocks in the sector trading above their 5 D MA lines.

The two year chart below tracks this indicator – the magenta line is the low point during this term the indicator can go lower from here, but at least in the last 24 months it hasn’t hung…[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]

Interesting that Jackson highlights IAG LN this morning, as I posted elsewhere on DAL US Delta Airlines the stock had been climbing since Dec 3rd putting 6 positive sessions out of ten in the interim. The stock may have found its near term ceiling have closed down by -0.18% on Tuesday.

Though I don’t think we can complain too much after a…[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]

IG Group IGG LN stand out on the Broad European smile this morning, I note.

I know I keep writing about metals, but that’s where the action and the interest is at the moment.

Take this chart for example, published by Bank of America and highlighted by Ole Sloth Hansen, Saxo’s commodity strategist.

What is tell us is that silver is at a relative valuation to oil, that we haven’t seen since 1980.

What’s particu…[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]

I am going to mention a speculative situation today rather than something with investment credentials . The reason for this is that the stock keeps triggering alerts and making bullish noises on my screens and systems so I don’t feel I can ignore it

Gerresheimer Ag GXI GR Is a German manufacturer of packaging products for medication and drug…[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]