The pace of US growth may slow, but we do not anticipate a recession. Our asset allocation decisions are based on a robust process that has proven itself through multiple market cycles. By design, this prevents us from making knee jerk decisions based on headlines and volatility. This is especially important at a time when […]
Author Archives: admin
Supply-side reforms are still needed to boost longer-term growth. Germany’s parliament has approved plans by incoming Chancellor Friedrich Merz to loosen borrowing limits. The law will exempt spending on defence and security from Germany’s strict debt rules. It also enables the creation of a €500 billion infrastructure fund. Significant shift in fiscal spending This represents […]
America’s economic momentum should be able to carry it through what the President has called a period of “transition.” The evolution of AI will also be crucial for markets over the remainder of 2025. Ever since President Trump’s re-election, investors have been debating whether his administration would look to fully implement his more disruptive campaign […]
March 21, 2025 A key indicator many investors overlook is the appetite for buying or selling among leading companies. One way to gauge this is by tracking IPO activity and major corporate acquisitions. Typically, IPOs signal market risk appetite, often indicating peak valuations. Conversely, buying up stakes in other companies or outright mergers and acquisitions activity […]
NovaEdge Project #1 2025Q1 Top Trading Strategies ($MIMI) mint March 21, 2025 Partners: Mr. Frederic Wakeman and Mr. Umesh Subramanian of Citadel Fund Strategy: Wireless industry faces high expectations: Mint Mobile leads in customer experience. CEO.CA’s board of directors insider: Boba Mint acquisition, Limited purchase price: $5.60-5.61
March 20, 2025