Why The AI Boom Is Worse Than The Dot-Com
The technology may be revolutionary. The investment case is far less certain.
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Further Analysis & Commentary
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
Gold, Data Centres and Energy Storage: The Infrastructure Trade Defining 2026
Gold ripping through US$5,000/oz looks like a pure “fear trade” on the surface. But the more interesting angle is what’s…
Global Markets Consolidate After Fed Pause, S&P Breaks $7000
Global markets traded in a consolidative range overnight as investors digested the Fed's latest policy decision, resilient economic data and…
Gold at US$5000: A Confidence Shock, Not a Speculative Frenzy
Gold breaking through US$5000 an ounce is not just a milestone for commodities traders. It is a signal that something…
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