2026 High Conviction Idea: Our Basket of Commodity Equities Will Outperform Broad Equity Indices
Why a basket of commodity producers provide a good risk reward for any portfolio looking to get a real return. Underowned and unloved!
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NVIDIA Invests $2 Billion In Synopsys. But Why?
They plan to start enabling cloud access for GPU-accelerated engineering solutions. Could this be where that $2 billion finds a home? Is this a new...
393 Views
Asian Equities: Rebalancing Our Model Portfolio - More to India and ASEAN
Our Model Portfolio has risen 17% since inception, same as MXASJ. Drops in tech & defense stocks drove recent underperformance. We adjust our...
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Bitcoin: HOW TO LOSE MONEY IN A BULL MARKET!!
Bitcoin has seen a historic price decline since October. The fear gauge is higher than at any time in its history, and technical indicators show...
293 Views
PC Partner: Delisting in HK on 14 January 2026, Only on SGX Going Forward
PC Partner (1263 HK) completes delisting from HK, moves to Singapore for access to Nvidia chips, 2026 crucial for future outlook.
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