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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
May 2026
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
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
Uber (UBER): The $44 billion platform hiding inside the world’s most recognisable taxi app
Analysing Uber meant picking a side in a culture war — Travis Kalanick’s burn-it-all-down growth machine versus every regulator, driver, and competitor…
May 21
•
Raahil
16
Earnings season decoded: What every number actually means for your portfolio?
Most investors watch a stock jump or crash after earnings and have no idea why.
May 20
•
Raahil
16
The war premium is already in the price. Here’s what that means for ITA and XAR
Buying a defence ETF after a geopolitical flare-up was practically a free trade.
May 19
•
Raahil
14
Cisco’s second act: The networking giant hiding inside the AI supercycle
Owning Cisco as a dividend stock and tuning it out for the rest of the year may have worked.
May 18
•
Raahil
16
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