Insights - All Posts

Volatility returned in Nov: Bitcoin -20%, S&P 500 -5%, Tech down while Healthcare & Energy surged. Amid the noise, Alphabet soared +14% on Gemini 3’s AI breakthrough. Bubble fears? We break them down.

Earnings season is here: Meta & Blackstone show strong fundamentals, yet stocks dip on short-term narratives. Do short-term moves matter when long-term AI-driven growth is clear?

Global equity markets are more complex than ever—traditional metrics like P/E ratios can mislead in a world of rapid change. First-principles thinking is key to spotting real opportunities.