Hi, there Some of you have been asking why gold has been rising so sharply recently. It’s a fair question. Gold has continued to push higher while parts of mega-cap tech and crypto have lost momentum. That divergence isn’t just about short-term fear. It reflects a shift in how investors are thinking about reliability, balance, and risk heading into 2026. This note looks at what’s changed beneath the surface, why this gold move feels different from past rallies, and what it may be signalling...
27 days ago • 1 min read
Nvidia is no longer just selling faster chips. What’s changing is where it sits in the AI stack and how much control it’s starting to exert over inference, software, and infrastructure. That shift matters for investors looking beyond the next quarter. In this piece, we focus on what Nvidia’s recent moves signal for 2026, the risks that still matter, and what would change our view over the next 12–24 months. This isn’t about hype or headlines. It’s about durability. You can read the full...
about 1 month ago • 1 min read
Hi there. Most investors will spend 2026 reacting to headlines. Rates. Elections. AI noise. Market swings. That’s usually how people fall behind. The real work happens before the year starts, when you decide which businesses you want to own through the next cycle and which ones you’re happy to ignore. Lately, I’ve been thinking about a simple question: If I were starting a fresh ISA for 2026, which US tech stocks would I buy first? Not the most hyped names.Not the ones everyone already...
about 1 month ago • 1 min read
Hey there. Microsoft has been one of the strongest companies in global markets for decades. It continues to grow earnings, expand its role in AI, and remain essential to businesses everywhere. But long-term investing isn’t just about strength. It’s also about price. Revenue and profit growth remain healthy. Free cash flow keeps rising. AI is increasing the value of Microsoft’s existing products. Yet the stock now trades at a premium valuation that requires ongoing near-perfect execution. In...
about 2 months ago • 1 min read
Good morning. Welcome to the first edition of the Monthly Briefing. Markets don’t assign premium valuations without testing investor conviction first. This month was one of those periods where the market reset positioning after several quarters of strength. We saw the same dynamic during the AI pullback earlier this year and in pockets of the crypto selloff. The underlying drivers didn’t change, only the mood around them. Meanwhile, long-term demand for compute, infrastructure and...
about 2 months ago • 1 min read
Hey there. The pace of change in AI is accelerating quickly. Capital is moving, companies are adapting and the market is starting to separate real value from short-term excitement. The biggest opportunities are rarely obvious while they’re happening, and mistakes are expensive. The latest blog: “10 Tips for Investing in Artificial Intelligence Stocks”, lays out 10 simple ideas to help you navigate AI investing with confidence and avoid common traps. It’s based on the same principles we apply...
about 2 months ago • 1 min read
How to obtain deep domain knowledge in large-cap tech stocks Lost in the flood of financial news? Market returns slipping through your fingers? The relentless noise from Wall Street can make you feel like you're drowning in data? There's a beacon of hope. Customize Your News Feed: Use tools like Feedly to cut through the clutter, focusing only on what matters for large-cap tech stocks. Focused Pruning: Hone in on the news that truly affects your investments, ignoring the rest. Jargon Buster:...
about 1 year ago • 1 min read