Sit down and buckle yourselves in, Beyond Meat is back in the spotlight.
Not for fundamentals, but for frenzy. Retail traders have latched onto it again. The meme stock crowd is sniffing blood. Volume has exploded. Price swings are violent. Short interest is massive. It’s the perfect storm.
This mirrors what happened with GameStop. Retail traders saw the...
Macro conditions are turning hostile. The commercial real estate market, especially office, is structurally impaired in certain segments. Vacancy rates in major US metros are above 20%. Office prices are down 30–40% from their 2022 peaks. With over $1.2 trillion in CRE debt maturing by 2027, refinancing risk is climbing, fast.
Wells Fargo is sitting in the...
Crypto isn’t new anymore. We’re past the toddler years. Total crypto market cap has surged past $3 trillion again, and maturity is following price. Each cycle brings innovation. The next one will be about infrastructure, scalability, compliance, privacy.
Zcash fits that last bucket. We must saw from the outset that crypto is different to other asset classes in...
Coca-cola just delivered another earnings beat. Margins up, earnings strong, cash flow better than expected if you look closely enough. But something deeper is shifting. Global unit case volume is falling.
That is the true heartbeat of the business. You can only raise prices for so long before consumers push back. The company has masked demand weakness with...
Morningstar has been a quiet compounder for decades. Built on data, research and ratings, it carved a niche as the go-to source for fund analysis and financial information. The problem now is that most of its earnings still come from information services, licensing contracts and analytics.
AI can scrape, organise and summarise financial information at near zero...
Oracle has become the latest torch bearer of this market’s fever. A sharp, double-digit jump in days. Not because of numbers on a balance sheet, but because of mood. Sentiment is running wild, and traders are piling in.
These are the signs of caution experienced traders take during bull markets.
This market doesn’t need fundamentals. It needs stories. Oracle...
West Texas Intermediate (WTI), the U.S. crude oil benchmark, is trading around $63.02 during Friday's afternoon Asian session, extending its decline for a third straight session. The pressure comes amid mounting concerns over the U.S. economic outlook, excess oil supplies, and ongoing uncertainty around the Federal Reserve's stance on interest rate cuts.
US crude...
The Nikkei 225 is up around 10% since our bullish note in June .
That confirms our earlier conviction. Japan’s pivot into AI, combined with ultra-loose domestic policy, has powered earnings and investor confidence. Now, a secondary wave of upside is building, centred on a weakening US dollar.
The US dollar has entered a broad downward trend. Falling yields,...
AUD/USD knocked into another new ten-month peak yesterday, clocking in an intraday peak above 0.6650 for the first time since last November. The Australian Dollar (AUD) rose around three-quarters of one percent against the US Dollar (USD) for the day, bringing its latest bullish swing from its last swing low to nearly 4%.
US Consumer Price Index (CPI) inflation...
Gold price advanced for the third consecutive day and reached a new record high of $3,674, before retreating somewhat as a jump in US Treasury yields boosted appetite for the Greenback. The revision of job figures in the US further cemented the case for a cut by the Federal Reserve, though traders are also attentive to coming inflation prints. Gold price uptrend...
Compass sits at the heart of the US residential real estate recovery. As housing demand rebounds, Compass stands to gain directly from rising activity. Its tech-enabled platform and scale afford it an edge when sellers return.
Slowing economic data and persistent high rates will eventually force the Fed’s hand. As data turns softer, rate cuts will arrive sooner...
Ford is quietly building the most credible EV pivot among legacy automakers.
Its new EV platform, rolling out in 2027, is a bet on scale, speed, and affordability. It's also a bet on corporate America's ability to innovate and manufacture its way out of a two decade slump.
Ford will start with a mid-size pickup under $30,000. It’ll be 20% faster to build and...
James Hardie (NYSE: JHX) is one of the cleanest cyclical plays on a U.S. housing rebound. The majority of its earnings come from North America, making it highly sensitive to changes in U.S. construction and renovation activity.
U.S. housing is cyclical. It contracts with high interest rates and rebounds when rates fall. The Federal Reserve is widely expected to...
Salesforce (CRM) is facing structural disruption. Not cyclical. Structural. The threat isn’t from Microsoft or Oracle. It’s from culture. From code.
Vibe coding, fast, open-source, AI-native development, is gaining speed. It’s cheaper, faster and skips bloated architecture. It’s not about replacing CRM software. It’s about rethinking workflows.
Salesforce is...
UnitedHealth (UNH) is the largest private healthcare company in America. Eight million Medicare Advantage members. Optum’s network reaches tens of millions more. It has the data, the reach, and the pricing power. At today’s valuation, it’s worth adding to your watchlist. Forward P/E at 11× versus a five-year average of 14×. Price-to-sales at 0.6×. RSI at levels...
Gold prices advanced during the North American session as market participants increasingly speculate that the Federal Reserve (Fed) may initiate rate cuts at its upcoming September meeting.
Bullion has been in recovery mode since last Friday, after the July Nonfarm Payrolls (NFP) report revealed significant downward revisions to May and June figures. The labor...
Copper has been on a rollercoaster in 2025. It broke above US$5/lb in May, driven by strong demand signals from China and clean energy projects. Then came the reversal. US tariffs on Chinese copper goods triggered a sharp selloff. Futures dropped more than 20% in days.
Traders reacted to headlines. But the long-term story remains intact.
BHP, one of the world’s...
Tesla is a global innovator that is changing the world. As a general rule, many investors have a saying: Never bet against Elon. They're not wrong. Elon delivers. But the short term is messy.
The stock is hovering around its 200-day moving average, a critical test. Break lower and we could see $290, maybe $260. That’s not panic, it's just price catching up to...
