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War, $200 Oil, And The Market's Reckoning
Global portfolio strategist James Kostohryz explains why the US-Israel conflict with Iran is likely to be prolonged, posing underestimated risks to gl...
Forget Iran, South Korea Is The Real Threat To Markets
The KOSPI index crashed 20% in two days, driven by energy shocks and excessive leverage in South Korea's tech-heavy market. South Korea's dependence o...
Microsoft: Buy The Dip, Or Regret It Forever
Microsoft remains a buy despite a 13% post-earnings drop and near-term margin pressure from surging CapEx and slower Azure growth. MSFT's aggressive A...
Intel: Why The Story Just Changed
Intel Corporation is a Buy at $45, driven by robust Data Center and AI Group (DCAI) growth and improving operational efficiency. Sequential INTC DCAI ...
Energy, Industrials And Materials: The First Innings Of A Big Market Rotation
The S&P 500 is undergoing a major rotation, with alpha shifting from big tech to energy, industrials, and materials. Capital flows, economic indicator...
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