Primer: Rheinmetall AG (RHM GR) - May 2026
Rheinmetall is exceptionally well-positioned to capitalize on the structural upswing in global defense spending, driven by geopolitical tensions...
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Global Stock Positioning: Tech Dominance, China Rotation, and Record TSMC Ownership
Technology continues to anchor global active portfolios, with TSMC at record ownership. Rotation persists across regions as managers selectively...
492 Views
MSCI ACWI (ACWI-US) Testing All-Time Highs; Buy Pullbacks to $120-$121 or $115 Supports. Many Buys
MSCI $ACWI Testing All-Time Highs; Buy Pullbacks to $120-$121 or $115 Supports; Bullish Outlook Intact. Discussed Thursday pre-market that a...
501 Views
Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
638 Views
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
550 Views