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Home > Archives for April 2026

Archives for April 2026

Archive

28 April 2026

Why are markets ignoring Hormuz?

Bloomberg recently posted an opinion piece asking the question of whether “‘The Iran War may become a ‘Phoney Sitzkrieg’”. A…

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21 April 2026

Should investors pay attention to Prediction Markets?

Prediction Markets have been growing in popularity and in prominence. As they grow it is worth thinking about how they…

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16 April 2026

What to make of the market rally?

Markets have been rallying ever since the announcement that the US and Iran were going to initiate talks about a…

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9 April 2026

Employment trends bear watching in the short – and long-term

As we write this missive, the market is awaiting the results of Trump’s latest ultimatum with respect to the War…

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Recent Posts

  • 30 July 2026
    Are chip stocks leading a reckoning in AI?
    Markets have experienced recent volatility of late, led by the AI-centric chips stocks which have…
  • 21 July 2026
    Are Commodities Worth a Look?
    The huge rally in momentum stocks appears to have lost steam and may be primed…
  • 16 July 2026
    Is OpenAI signaling a pause in the AI trade?
    Since the war in Iran began markets have been volatile but surprisingly strong. Many equity…
  • 30 June 2026
    What has been driving the market this year?
    As the first half of the year draws to a close, there will be many…
  • 22 June 2026
    Is the market poised for another run?
    A recent analysis by Scott Rubner of Citadel Securities suggests that the market is likely…
  • 17 June 2026
    Is the market going risk on?
    The immediate success of the SpaceX IPO would suggest that the market is going heavily…
  • 11 June 2026
    Is Volatility going to become a feature of the market?
    Investors have seen volatility jump up in the last week, driven by growing caution towards…
  • 3 June 2026
    Separating Hype from Reality in AI?
    Anthropic recently confidentially filed for an IPO in attempt to get to market before OpenAI…
  • 28 May 2026
    Is the SpaceX IPO a buy?
    SpaceX filed its much anticipated Prospectus last week, giving investors the opportunity to get a…
  • 19 May 2026
    Bond yields are rising globally, what are they telling us?
    A recent 30-year bond issuance saw yields rise above 5%. They have not stopped there.…

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