Market Insights

Markets hate uncertainty. Value investors, at their best, are supposed to thrive in it. That is the theory. The practice requires more discipline because tariff-driven volatility feels different from a normal correction. The headlines are persistent, the policy outcomes are genuinely unpredictable, and the second-order effects on supply chains and corporate margins are harder to […]

With the global markets in turmoil and the conflict sprouting up around the world, it is no surprise that many investors are now looking for safe haven assets. Gold and silver have traditionally served as one. For investors in the US, there is a parallel trend of the long term decline in the value of

The Unlikely Alliance Threatening the AI Status Quo The recent news that Google sells TPU to Meta signals a fundamental shift in the AI hardware market. For years, the AI hardware market has been defined by two simple truths: NVIDIA is the undisputed king of silicon, and Google’s Tensor Processing Units (TPUs) were a strictly

Gold isn’t just glitter anymore, it’s becoming strategy. Central banks are still battling the aftershocks of inflation, geopolitical tensions are mounting, and trust in fiat currencies continues to weaken, gold today has returned as a reliable portfolio anchor. Prices are rising, institutions are buying, and retail investors are finally catching on. But should you buy

CAPM Keeps You Average. Value Investing Makes You Wealthy. Most investors unknowingly handicap their potential by relying on models designed to reward conformity. The Capital Asset Pricing Model (CAPM) may work well if your goal is to match the market, but it does little for those aiming to outperform it. In fact, it’s built on