The Power of Positive Thinking 16/11/2023 Economist Paul Samuelson is famously quoted as saying that the stock market has predicted nine out of the last five recessions. While somewhat satirical, this quip demonstrates how poor investors and economists are at...
Private Credit: Your Questions Answered 9/11/2023 Private credit, commonly referred to as private debt or non-bank lending, is a growing asset class garnering increasing attention from investors. Historically, this was space dominated by the big banks....
Moment of Truth for the Magnificent Seven 2/11/2023 The U.S.-listed technology giants have been long-time investor favourites, and with good reason–they have dominant businesses with large addressable markets and incredible financial metrics. They have also...
US Tailwinds: How Investors Can Ride the Next $1.25 Trillion Wave 26/10/2023 It is no secret that infrastructure in the United States has long been in need of upgrading and repair. There are countless images and videos showing crumbling highways, overrun and...
Why You Need to Invest in Private Credit Today 26/10/2023 The stars are aligning for a golden era in private credit. The recent flurry of interest rate hikes across the globe has returned fixed income to the fore as investors earn meaningful income without...
Behind the Deals: Takeover Strategies 12/10/2023 In our previous article, we delved deep into the allure of corporate takeovers, highlighting how buyers—both strategic and financial—are perpetually hunting for golden opportunities from their competitors,...
Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that...
UBS: One of the Best Deals in History 14/9/2023 One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit...
NVIDIA Delivers Blowout Earnings – Is it Enough? 31/8/2023 The anticipation was beyond high going into NVIDIA’s 2Q 2023 earnings result last week. Artificial Intelligence, or AI, has been the phrase on everyone’s lips in the investment community since the...
What Can Home Depot Tell Us About the U.S. Housing Industry? 24/8/2023 As we discussed in the recent article Second-Level Thinking and US Homebuilders, we’re currently going through a very interesting time in the U.S. housing industry. Renovating and...
Technology Eats the World: Global Mobility Accelerates 10/8/2023 Despite facing a raft of challenges including higher interest rates, inflationary pressures and a cooling global economy, the share prices of technology companies have shot higher this year....
U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...
