In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was...
Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...
Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was...
Is This Mission Critical ASX Small Cap Reaching an Inflection Point? 24/10/2023 In 2002 Wimbledon officials took out pandemic insurance at $3.2 million a year following the outbreak of SARS. It wasn’t until almost 20 years later when a 1 in 100 year pandemic...
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...
GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry... The launch of ChatGPT has set the online world alight, amassing more than a million...
