Latest Posts
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US Tariffs Will Spark a Global Recession—But Not Where You Expect
### Evidence: * **US and EU Market Turmoil:** The April 2025 stock market crash was triggered by broad, aggressive US tariffs, leading to significant volatility and declines in US and European equ...
- 30 May 2025
- 01 Min read
AI’s “Winter” Is Here—But It’s Not the End, It’s a Reset
### Evidence: * **AI Stocks Enter Bear Market:** By March 2025, AI stocks had entered a bear market, with major technology themes losing their luster and investors fleeing to safer assets. * **O...
- 30 May 2025
- 01 Min read
Small Caps Will Outperform the “Magnificent Seven”
### Evidence: * **Market Rotation:** There is growing debate among analysts about whether large-cap tech will continue to lead or if small caps will rally, especially as the “Magnificent Seven” lo...
- 30 May 2025
- 01 Min read
Gold and REITs Are the New Safe Havens—But Only Outside the US
### Evidence: * **Gold’s Rally:** Gold prices have surged as investors seek safety amid global uncertainty, continuing a trend seen in previous crises. * **REITs Outperformance:** Non-US REITs a...
- 30 May 2025
- 01 Min read
The Fed Will Cut Rates Despite Inflation—And It Will Backfire
### Evidence: * **Stubborn Inflation:** Inflation has remained above target, yet the Fed has signaled a cautious approach and potential rate cuts later in the year. * **Market Expectations:** Fo...
- 30 May 2025
- 01 Min read
The Next Bull Market Will Be Led by Unloved Asset Classes
### Evidence: * **European and Latin American Outperformance:** These regions have already shown strong returns in 2025, despite previous underperformance. * **Investor Sentiment:** Morningstar ...
- 30 May 2025
- 01 Min read
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