Market Overview

Fitbit Inc (NYSE:FIT), GoPro Inc (NASDAQ:GPRO), Tesla Motors Inc (NASDAQ:TSLA) and Apple Inc. (NASDAQ:NASDAQ:AAPL) all demonstrate important points about moats and valuing technology companies.A...

A hoard of cash in your portfolio is always a double-edged sword. It provides security, comfort, and the flexibility to deploy in virtually any asset class at any time. It also can be a significant...

Summary: The macro data from the past month continues to mostly point to positive growth. On balance, the evidence suggests the imminent onset of a recession is unlikely.That said, there are some...

The near-term outlook for the capital markets will be driven by the results of the US election on November 8. The narrowing of the polls for the presidential contest reverberated through the markets...

Well, since Wall Street loves corruption, the news that Hillary is once again Off the Hook gave the ES a reason to explode over 30 points higher, and the NQ over 70 points higher. I’m typing...

EM should trade firmer this week on news over the weekend that the FBI said its conclusion on Clinton’s emails remained unchanged. That should lift the cloud of suspicion that grew when the FBI...

Economic CommentaryOne of the most important problems facing the global economy today is the decline in productivity growth. Productivity is the main determinant of long-term living standards and its...

Madam or Mister?We are getting closer, the heat is on and one would say that there is a lot at stake. Anyway, will see on Tuesday night… It all starts with Clinton and Trump, carries on with...

The US economic slowdown is getting confirmed, with not so encouraging prospects ahead. This raises the question of whether it is really the right time to tighten monetary policy again, and of the...

The slowdown in China's economic growth has paused since the second quarter of 2016 thanks to stimulus policy measures. The stabilisation in industrial production growth, the upturn in the real...

Bradley C. Birkenfeld was, in the words of CNBC, “the most significant financial whistle-blower of all time.” In Lucifer’s Banker: The Untold Story of How I Destroyed Swiss Bank...

Using technical jargon, the employment numbers and business sales are seriously out of whack. Sales are in contraction and employment is in expansion - an event usually associated with...

Market movers ahead In the US next week, the main event is the US election day on Tuesday. As we write in our US election monitor: It's not over until the fat lady sings, 4 November 2016, the recent...

In our view, the jobs report for October was solid despite moderate headline employment growth of 161,000, especially as the unemployment rate fell and wage growth was at the highest since 2009.On the...