August Market Review
The portfolio is already on track for a very good September month, as one of Elsight’s design win partners, Airobotics, just received the first U.S. FAA ‘Beyond-Line-of-Sight’ (BVLOS) Type...
View ArticleSeptember Market Review
Markets have been under a bit of pressure in the last couple of months as interest rates continue to climb higher, and the Israel/Hamas conflict threatens to escalate. The S&P 500 is now back to...
View ArticleOctober Market Review
Rising bond yields and increased geopolitical tensions saw global equity markets in October experience their weakest month of performance year-to-date with the ASX 200 down 2.9%. Inflation and Rates...
View ArticleNovember Market Review
November saw a very rapid rebound in equity markets as the ‘soft landing’ narrative took hold, despite commodities continuing to signal otherwise. Perhaps the Christmas rally came early this year,...
View ArticleDecember Market Review
The top 7 stocks in the US, now called the ‘Magnificent 7’, accounted for nearly all the gains in the S&P 500 in 2023. When we plot the top 7 stocks in the S&P 500 against the remaining 493...
View ArticleNickel and lithium prices suffer a drastic downturn
Why, and what does it mean? In the past year, the price of lithium has dropped by more than 80 percent. Meanwhile, nickel is down more than 40 percent. Both minerals are key components of electric...
View ArticleJanuary Market Review
We spoke about the magnificent 7 last month, but perhaps it should really be called the ‘Magnificent AI’. Artificial intelligence (AI) has made some incredible breakthroughs in the last few years,...
View ArticleGleneagle undertakes site visit to cornerstone investment
Last week, Gleneagle undertook a site visit to a materials plant that sits within its investment portfolio. As of publishing, the security also forms a cornerstone within Gleneagle’s Emerging Companies...
View ArticleIncome Investing or Growth Investing in share trading, which is better?
The Income Strategy Investors love dividends. Many academics and financial professionals are not too fond of it. Income investing is a strategy that focuses on generating a steady stream of income from...
View ArticleShare Investing vs Share Trading, and how it affects your tax
In our last article Income Investing vs Growth Investing, we mentioned the significant differences in the taxation rules. Let’s investigate the tax rules and how this might affect your tax obligations...
View Article