Primer: Kaspi.kz (KSPI LN) - Oct 2026
Kaspi.kz maintains an entrenched digital ecosystem in Kazakhstan across Payments, Marketplace, and Fintech, driven by an integrated Super App...
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Kaspi.kz Five Years On: We Overpaid in 2021; at 7.4x, the Price Now Works
Earnings more than tripled in dollars after our 2021 Top Pick, yet the stock barely moved. At 7.4x earnings, the next five years can look very...
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Sentiment Matters: Buy Side Sentiment Tracker - October 2026
Buy-side sentiment is bullish and still rising, but not universally risk-on. Infrastructure, Industrial Metals and Gold lead; Swiss Franc, Cash and...
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Sentiment Matters: US Treasuries Bearish, But Not Capitulation
Treasury sentiment has fallen sharply, but not to capitulation. The SMA is around the 30th percentile, with momentum very weak but broader...
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STRAIT OF HORMUZ IS BACK TO NORMAL....REALLY???: Wall Street's Slippery Narrative
Analysts at JPM and GS say oil flows from the Middle East are nearly back to normal, with JPM putting it at 98%. Shipping data, tanker rates, and...
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