Gold’s Second Wind
Central-bank demand supports gold’s longer story, but currency, real yields and investor flows can still unsettle a rally.
Insights / Weekly Newsletter
Weekly Newsletter
Our market letters, filed by the date they were sent. Start with the latest issue or browse the archive by year and topic.
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20264 issues
The Next Chapter of ETF Investing
ETF growth makes access easier, but the wrapper says little about concentration, liquidity or the price paid for a strategy.
Emerging Markets Are More Than a Growth Label
Semiconductor supply chains, governance and currency risk make emerging-market investing a collection of distinct decisions.
Software Investing in 2026
Software investing going into 2026 is no longer about chasing the loudest growth story. It is about identifying durable value creators that can survive tighter budgets, longer deal scrutiny…
20258 issues
Is Wall Street Running on Results or Rumors?
Equity markets continue to defy gravity. Global indices hover near record highs, AI investment keeps accelerating, and the biggest U.S. technology companies together now represent nearly a…
The Fast Lane and the Slow Burn of Global Investing
The semiconductor sector has been the backbone of the AI trade since late 2022. The explosion of generative AI and large language models (LLMs) created insatiable demand for GPUs, AI…
Which World Events Truly Shake Stock Markets?
If you have ever scanned the morning headlines and then flinched at your portfolio, you’re far from alone. Market drama sparked by U.S.-Israel strikes on Iran, or tariff shocks in April, might…
Investing in America: 3 Promising Industries to Watch
Despite rising political tensions, unpredictable trade policies, and a divided economic outlook, U.S. markets continue to prove their strength. Resilience is not just a theme, it is showing up…
The Investor's Guide for Market Dips
Market declines can be unsettling , but they’re also a normal part of the investing journey. In this edition, we explore six essential principles to help you stay calm, focused, and prepared…
How to Position Your Portfolio for Trump 2.0
Since the beginning of President Trump’s second term, investors find themselves navigating a whirlwind of policy changes, economic shifts, and political maneuvers.
Bond Markets in 2025: Calm or Chaos?
Fixed-income investors are facing a dramatically different landscape. The days of central banks dominating market moves are giving way to an era of fiscal dominance, where government policies…
Will DeepSeek Make China the AI Superpower of the Future?
Over the past decade, China has firmly established itself as a technological powerhouse, investing heavily in artificial intelligence (AI) and machine learning. With rapid advancements in AI…
20245 issues
Investing in Sports: The Next Trillion Dollar Market?
Professional sports have evolved far beyond the boundaries of the playing field, transforming into one of the most lucrative and dynamic sectors of the global economy.
Investing in the Sustainable Future
Imagine a world where every swipe, click, and stream contributes to a rapidly growing energy demand, one that’s expected to soar by 165% for data centers alone by 2030.
The U.S. Economy’s Path & Crisis Investing
In recent months, much of the market buzz has centered around the potential for the U.S. economy to achieve a "soft landing." But what does that really mean?
How Elections Impact Stock Markets!
How do elections impact the stock market and portfolio returns? Should long-term investors even be concerned about elections? These are the questions investors and financial professionals are…
Investment Potential in Women's Plus-Size Apparel Niche
Torrid Holdings Inc. is a leading player in the women’s plus-size apparel and intimates market in North America. Established in 2019 and headquartered in California, the company designs…