market-views
The Non-Demand Risk to the AI Trade: What Oracle's Force Majeure Notice Tells Us
🔍
Latest Insights
All relevant investment and macro perspectives written by our CIO team, macroeconomic research desk, and domain experts.
Equity Recommendation - On Holding AG (ONON US)
LC Target Price of $71.29 (140% upside); Current Market Price of $29.64
Read More →Recent / Most Read
A live read on markets. Institutional knowledge, in plain sight. More from our CIO team and macro desk
Muse Taxed the Banks...
...and Semis Keep the Bid
Read More →
The Price of Permission
Permission, Not Absolution
Read More →
After Two Months in the Wilderness...
Intel - Breaking Out?
Read More →
The Market Proposes, The Fed Disposes
Been There, Done That, Time to Move On
Read More →
One voyage, one-seventh of the ship.
Read More →
Zooming Out
Is The Trend Broken - Not Yet
Read More →
READY TO BUILD BETTER DECISIONS?
If you recognise yourself in this page, let's talk.
One conversation. No product agenda. No commitment. Just a clear picture of what is possible.