To The Moon

Higher for Longer: How I Would Deploy $10,000 Right Now? I’ve been in the markets long enough to know that “higher for longer” is not just a slogan. When rates stay elevated longer than the market expects, the winners and losers change. My base case is that rates stay relatively high for the next 12–18 months. Inflation is sticky in services, labour markets are still tight in key areas, and central banks are in no hurry to cut aggressively. That environment favours cash flow, pricing power, and balance sheet strength over pure growth stories that need cheap money. If I had $10,000 to invest today, this is how I would allocate it: • $4,000 – U.S. financials and quality banks
Higher rates for longer means better net interest margins. I would focus on large, well-capitalised names with strong

There's still room for AI hardware stocks to rise, but analysts at Morgan Stanley say it's time to diversify into a wide variety of industries that are starting to realize AI benefitsAirbnb has laid

The number of stocks outperforming the index over time is shrinking, increasing the need for active managers to be nimbleHolding stocks for the long term isn't a surefire winner.For decades, Wall Stre

AI researchers are warning that the technology could create an extinction event, posing a dilemma for investorsA former Anthropic employee said he was quitting this week and that AI companies are "gambling with our lives."Should you own shares of a company whose employees warn their product could lead to the end of humanity?

Meta Platforms shares have dipped roughly 1% year-to-date, trailing the S&P 500's 12% gain over the same span. Despite that underperformance, the stock has already rebounded about 20% from its recent...

Bloom Energy Corp., Astera Labs, Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index's quarterly rebalancing that will occur later this month.A

A look at the stocks owned by both Nancy Pelosi and Bill Ackman.

Research firm Citrini sees airlines, assisted living and other sectors as overlookedInternational World Cup fans have been falling in love with America. Citrini says that's a boost for beleaguered air

On June 26th, South Korea's KOSPI index plunged over 8%, triggering a 20-minute trading halt—its fifth suspension this year and third this week.The catalyst was not a new regulatory crackdown or a...

On June 26th, South Korea's KOSPI index plunged over 8%, triggering a 20-minute trading halt—its fifth suspension this year and third this week.The catalyst was not a new regulatory crackdown or a...