Top Stories
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Who is the biggest winner from Venezuelan oil?
Following the capture of Nicolas Maduro, investors have began debating which drillers stand to yield the greatest benefit from increased access to Venezuelan oil reserves. As the Trump administration begins to further ease sanctions, increasing amounts of refiners will begin to see value from the heavy crude extracted from Venezuela. Despite boasting the strongest oil…
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The future of Beyond Meat?
Recently, the US Health and Human Services Dept. has unveiled the 2025-2030 version of the food pyramid. This introduces an upside down pyramid which emphasises protein, dairy and fats at the top. There is a notice towards reducing consumption of highly processed foods and carbohydrates. The ultimate goal is to reduce chronic diseases through a shift…
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Should investors look towards REITs in 2026?
2025 proved to be quite a tough year for the real estate market, lagging behind trends in the broader market. Borrowing costs were inflated due to high, persistent interest rates. This reduced the attractiveness of debt-heavy REITs, hence reducing profit margins for the sector. Furthermore, this dynamic was exacerbated by the aftermath of the pandemic;…
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Should you invest in Duolingo?
The 27% surge on August 7 sent shares up to a price of $450 after the stock began slipping back in May. This rise has been catalysed by strong Q2 earnings. Revenue rose by 41% year-on-year whilst EPS exceeded estimates by $0.33. This positive growth has been reflected in the company’s daily active users, which…
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Has Microsoft escaped its bear market trap?
Microsoft’s strong earnings on Wednesday sent the share price up by more than 10%. This played an integral role in bringing back confidence in Microsoft’s growth potential, as well as broader confidence in the Mag7 entirely given the macro headwinds. Revenue in this quarter was just above $70 billion – a 13.3% year on year…
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