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The bond market: Why the world’s biggest market moves everything you own
Most investors watch interest rates without understanding what actually sets them.
Jun 3
•
Denila Lobo
14
EWY and the KOSPI at 8,000+: AI supercycle or the most crowded trade on earth?
Before we begin.
Jun 2
•
Denila Lobo
14
Dell’s laptop era is over. It just booked $24.4 billion in AI orders in a single quarter.
For years, thinking of Dell as a PC and laptop company may have worked.
Jun 1
•
Denila Lobo
15
This week’s stock shocks as of 29th May, 2026
Watching the US markets week to week without context is just noise.
May 29
•
Denila Lobo
18
The bond market: The $39 trillion signal most equity investors ignore
Most investors track the S&P 500 daily without realising that a number they barely glance at, the 10-year US Treasury yield, is quietly setting the…
May 27
•
Denila Lobo
22
#FinancialPlanning
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Balanced and income ETFs: Navigating Fed uncertainty
2025 has brought heightened anxiety and opportunity to investors, thanks to the persistent uncertainty surrounding the Federal Reserve’s interest rate…
Aug 12, 2025
•
Mythili
21
What does ‘minimal margin of safety’ mean for investors now?
In 2025, as U.S.
Jul 9, 2025
•
Mythili
6
Equal-weight and small-cap ETFs: Reducing concentration risk
The landscape of equity investing in 2025 is marked by a renewed focus on diversification and risk management.
Jul 8, 2025
•
Mythili
36
Tactical Asset Allocation (TAA): Balancing risk and reward in changing markets
In the ever-shifting world of investing, sticking to a single, unchanging strategy can leave your portfolio exposed to sudden market shocks and missed…
Apr 30, 2025
•
Mythili
8
Tax-efficient ETFs: Designed for minimizing tax liabilities while maximizing returns
In the complex world of investing, one thing every investor wants is to keep more of their hard-earned money.
Apr 22, 2025
•
Mythili
8
Recent posts
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The chip rally everyone is talking about: should you buy SMH or SOXX now?
5 years ago, buying semiconductor stocks meant picking Nvidia and hoping for the best.
May 26
•
Denila Lobo
17
Salesforce stopped selling software. Now it's selling a workforce.
Salesforce, the world’s largest CRM provider, quietly rewired its entire platform around autonomous AI agents that don’t assist employees but replace…
May 25
•
Denila Lobo
16
This week’s stock shocks as of 22nd May, 2026
NVIDIA posted a blowout quarter, and the stock fell.
May 22
•
Raahil
19
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