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A multi-decade base has resolved, and the long-term roadmap points meaningfully higher.

Back in late June, we wrote that Platinum was finally waking up. ...

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The next big opportunity across the global equity landscape is setting up in Kuala Lumpur.

Malaysian capital markets have underperformed for years, but a critical variable is finally working for– instead of against– them: the...

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The market is rewarding strength and punishing weakness.

As we head into the final stretch of 2025, it’s becoming increasingly clear where the market wants investors to be.

And just as importantly, where it does not.

Over the past several months, we’ve spent a lot of time pounding the...

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