Navigating the Apex: Peak Rates and Mountains of Debt
We stand at a precarious point where the interplay of high interest rates, towering debts, and the fragility of household finances create a challenge for the global economy.

We stand at a precarious point where the interplay of high interest rates, towering debts, and the fragility of household finances create a challenge for the global economy.
By Charlie Ormond,

We’re so fixated on interest rates that punting on their direction rivals punting on horses. But what use is it? For value investors, not much…

Don’t forget, the reason for the Fed’s likely pause is because of a slowing economy.
By Greg Canavan,

Reading any financial media in the past week would make you think that a rate rise next week is inevitable, so why is the market still thinking there is a 50/50 chance?
By Charlie Ormond,

Now that a short squeeze is under way, the S&P 500 could rally for weeks.
By Murray Dawes,

The global energy transition won’t happen without a supportive mining environment in Chile
By James Cooper,
Investment ideas from the edge of the bell curve.
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