The Wild West of U.S. Trading: The Impact of Korean Retail Investors
A striking transformation is unfolding in the U.S. stock market. The rise of cult stocks, surging interest in crypto-related equities, and a flood of capital into leveraged single-stock ETFs signal a shift in market dynamics. This phenomenon is further underscored by the extreme volatility seen in quantum computing stocks in December 2024. The critical More...
The Global Gold Game: Why Central Banks and Investors Are Buying Up Bullion
Gold has always been more than just a commodity—it is a barometer for economic uncertainty, inflation fears, and, increasingly, geopolitical maneuvering. In 2024, gold demand surged to a record 4,974 metric tons, More...
The Grim Future: Is Ukraine Doomed to Disintegrate?
Ukraine faces a dire dilemma: pursue a peace deal now or continue fighting until its army is worn down and its infrastructure lies in ruins. The grim outlook on both paths raises serious questions about who will More...
Luxury Realities: Navigating High-End Living in Times of Recession
The luxury industry is experiencing a deceleration as consumers become more restrained following their exuberant spending during the pandemic. Bain & Company estimates that sales in the sector increased by More...
Top Stocks’ Troubled Tenure: Why Big Companies Struggle to Last
Investors often ponder which companies will dominate the stock market a decade from now – the “Magnificent Seven” of 2033, so to speak. While predicting future market leaders is a challenge, there’s More...
The Israeli-Palestinian Conflict: Hamas’s Strategic Victory
I do not support Hamas, nor murder, by anyone. I am not Muslim, English not Arab, and have no Arab, still less Palestinian, connections at all. I have never attended a march or public demonstration in my life. Nor More...
Russia vs Ukraine: The Stalemate Scenario and Its Implications
It is nearly impossible to obtain reliable information on the progress of the war or the situation in Ukraine. This conflict is not only a shooting war but also a propaganda war. My impression, however, is that More...
What’s the Difference Between a Military Coup And a Rigged Election?
“What’s the difference between a military coup and a rigged election?” This is precisely why coups are resurfacing in Africa. Corrupt dictators camouflage themselves as democratically elected presidents, More...
The US Debt Impasse: A Temporary Solution or Kicking the Can Down the Road?
We have concerns about the US debt, the suspension of the debt ceiling, and the potential consequences of these actions. In this feature we cover the impact on inflation, recession, and the possible ramifications More...
Signs of an Impending Recession: Commercial Real Estate and Bank Risks
Letter from Palm Valley Capital Management A rapidly growing bank stores most of its capital in government bills. The market price of its shares soars while the money supply expands rapidly. Inflation rages. The More...