Celebrating a Christmas Miracle
Planting the right seed has the potential to be a religious experience. Here’s what we can learn from an extraordinary journey which unfolded 2,000 years ago.
AI’s Final Frontier: Undervalued and Dangerous?
American tech stocks are increasingly expensive. It’s now driving some investors to look East, at the world’s cheapest AI market, with a darker edge.
The Defence Supercycle: Broken Trust & Game Theory
Armed conflict is never pleasant. But as we enter a new era of great power competition, here’s what investors need to know about the changing geopolitical landscape.
The Hidden Giant of UK Mobility
Behind every modern economy is a quiet workhorse, moving goods from Point A to Point B. Is this overlooked logistics business about to enjoy a breakout moment?
AI Bubble? Here’s Where the Value Is Hiding
More and more, we’re hearing about a speculative bubble. Is this an actual problem? Or is it just media sensationalism? We cut through the noise and lay out the facts.
