The market has thrown out anything remotely connected to traditional software-as-a-service (SaaS) businesses. But high-quality software names with multi-year contracts, regulatory moats, and deep customer integrations have been caught in the crossfire. For patient investors, that’s an opportunity.
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China Capitulation Part 5 – The Chinese Titanic has hit the iceberg
You may have heard on the news about scam centres operating out of South East Asia and how they lured unsuspecting people to a living hell.
It’s not a riddle: it’s the biggest investment theme of the next decade
Three headlines. One hidden force. A quiet market, AI in revolt, and wait, copper? Follow the trail of dirt beneath your feet.
Another Strategy for Your Investment Toolkit
Charts aren’t just for traders—they help long-term investors time entries and avoid costly mistakes even when the fundamentals look strong.
The year is 2024. No one cares about critical minerals. I was there.
A lot has changed for critical minerals in the last two years. And AI promises to generate a massive feedback loop for investors.
Make Japan Great Again
Whatever political desires have been lurking in Japanese minds are about to be unleashed. The country has the opportunity to govern itself again.
