As one analyst put it: “Macro hedge funds had their strongest year since the 2008 global financial crisis.” https://t.co/2fEohiNj0i

The Focus This Week: A Look Back To Look Forward Fireplaces are roaring, Christmas lights are on, and carol singers will not stop knocking at the door. So, in the spirit of festive nostalgia, let’s look back at this year as a whole – and forward to 2026, too. Investors sent

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Picture this: a little-known real estate company in India. Negative revenue. Just two employees. It rebrands as a semiconductor company in early 2024 – and over the next 20 months, the stock rockets 55,000%. That's the story of RRP Semiconductor. What happened next reads like a

As the article says: "India proved itself as the real AI hotspot." https://t.co/vLP92SX8Hc

"US inflation data looked better than expected – but there’s a big, October-shaped hole in the numbers." https://t.co/J521nDmh0F

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The @finimize chart of the day compares the S&P 500’s price/earnings (P/E) ratios in two ways: the standard cap-weighted index – where the “Magnificent Seven” now make up more than a third of the market – and the equal-weight version, where every company gets the same ~0.2%

It’s that time of year again – gingerbread lattes, family fallouts over turkey, and a flood of 2026 outlooks hitting your inbox. Like clockwork, asset managers, banks, and everyone in between are rolling out their predictions for the next 12 months in markets. Those outlooks

Oracle $ORCL just dropped a $248 billion bombshell. Not in its earnings call – but buried in its 10-Q. See, the tech firm has chosen to rent rather than own the buildings that house its data centers. And thanks to recent big AI deals, its future lease-payment commitments (i.e.

Google - The Good, The Bad, And The Base Case #GOOG #AI A year ago, we said Alphabet’s stock looked cheap. That was true across three widely used valuation metrics: price-to-earnings ratio, sum-of-the-parts analysis, and discounted cash flow analysis. That was because two key

Global gold ETFs kept the momentum going in November with US$5.2bn in inflows, that’s six months of inflows in a row. Learn more in our latest commentary on gold ETFs.

The @finimize chart of the day shows Elon Musk just hit a new milestone: a record-breaking >$600 billion fortune. SpaceX’s latest insider share sale valued the company at $800 billion, making it the world’s most valuable private company – and pushing Musk’s net worth to ~$638

Here’s what you need to know today: 1. China’s retail sales were only 1.3% higher this November than last – the weakest pace on record if you ignore the pandemic years – as shoppers left the stores concerningly quiet. >>> Chinese factories ramped up their production by almost 5%

"Here’s the takeaway: La Niña returned for the fifth time in six years, creating a storm in the air… and potentially, the world’s markets." https://t.co/wuqHqUrsRw

As one analyst put it: “China reported underwhelming retail sales which – combined with overactive manufacturing – creates quite the problem for policymakers.” https://t.co/g55sZcHlUs

The @finimize chart of the day shows the cost to insure against Oracle $ORCL defaulting on its debt has risen to its highest level since 2009. Oracle’s one of the big tech names loading up on public and private debt to fund its AI push. It’s a key player in the “Stargate”

On The Calendar Monday: Japan Tankan business sentiment survey (December), Europe industrial production (October). Tuesday: UK employment (November), Europe purchasing managers index (December), US payrolls (November), US purchasing managers index (December), Japan machinery

The Focus This Week: Japan and Payrolls The Federal Reserve had investors’ full attention last week – and realistically, the US will attract some eyes this week, too. Usually, you’d get fresh US payroll data on the first Friday of each month. Remember, though, that the

Here’s what you need to know today 👇 Silver’s volatile track record earned it the nickname “devil’s metal” – but after a 122% uptick this year, investors might be seeing it as more of a guardian angel instead. – The US government recently deemed it a "critical mineral” –

"As one analyst put it: 'Silver’s price shot heavenward, more than doubling gold’s rally.'" https://t.co/8HgWbNWOHF

How To Win In 2026, with Cathie Wood, CEO Ark Invest. Carl Hazeley, CEO at Finimize, discusses with Cathie how she sees AI and tech improving healthcare -- including treatment and drug development - and why it's a great investment opportunity. #AI #ARK #TEM #HealthcareAI