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]

For better or worse, Christmas is now a season of intense shopping.

From ‘Black Friday’ in the States to ‘Double 11’ in China to ‘Boxing Day Sale’ in the UK – these special shopping festivals are there to tempt consumers to open their wallets and splash out on bargains.

Every year, these discounting programs are launched with great fanfare, wh…[Read more]

A few days ago, I highlighted the gentle, but firm, recovery in silver.

That rally has now intensified.

At the time of writing this morning, the metal has surged to its highest nominal price ever.

An upside breakout last Friday was quickly followed another leap today. The metal is currently changing hands above $57.50 (see below).

Silver…[Read more]

While Nvidia retreats, other AI behemoths are taking up the mantle. The AI juggernaut continues to power ahead.

One of the general market observations is that stocks, even if they are in the same sector, do not peak simultaneously. Some earlier; some later.

During the Great Financial Crisis of 2007/8, for example, Bear Stearns and Lehman…[Read more]

In yesterday’s much-delayed Autumn Budget, the embattled Chancellor omitted a raid on UK banks (via a levy). Investors immediately cheered.

Share prices of UK banks started rising shortly after 12pm. This upward momentum carried on to the morning of Thursday.

If we plot the charts of the big three domestic bank stocks, their well-defined u…[Read more]

Fresnillo (UK:FRES) regains upward initiative

As soon as market sentiment improves somewhat, traders quickly piled back into those market outperformers.

Silver miner Fresnillo (UK:FRES) is one such instrument. Airtel Africa (UK:AAF) is another.

For the past year the Mexico-based precious metal miner had enjoyed a sterling run. Prices…[Read more]

Time to sell student rental REIT Unite Group (UTG)?

UK’s higher education sector is a multi-billion industry.

Many students value the prestige of a quality UK degree. Graduating from ‘OxBridge’- short for Oxford and Cambridge – carries a distinct premium in the job market.

In the years before the pandemic, the numbers of students – inter…[Read more]