Hardly anyone looks forward to their next dental visit but as we paid a routine visit to our nearby dental clinic last week, we managed...

Fundamental events in the economic and/or political realm which have (or will have) massive world-wide ramifications usually provide the...

There were numerous operational and financial updates from various steelmakers last week. Capitalizing on a recurring theme of being able...

In light of the heightened market volatility brought on ever since last week’s hotter than expected May y/y CPI report, it was widely...

In light of the current inflation fueled market volatility which essentially have placed markets in bear market territory, thanks to the...

Since posting our last update on the semiconductor space (posted on February 6, 2020), clearly much has changed in the landscape as...

In light of the new investor landscape which has been influenced by rising rates and inflation hitting near 40 year highs, investor...

With eight consecutive weeks of declines, the NASDAQ has been seeing the full effects of a risk-off sentiment as multiples in the tech...

Despite the impact brought on by previously announced delays in a key pipeline project and solar panel delivery uncertainty, the Q1/2022...

In light of the recent market volatility and the ongoing inflation/rate hike/recession fears which led to a decline in the S&P by just...

And now for something completely different: We delve into the realm of video games and take a look at the pride of Polish gaming, a world...

We don’t purposely seek out short selling opportunities, but when basic due diligence reveals such a disconnect from reality (along with...

Ever since Russia’s invasion of Ukraine on February 24, much has been said about the threat to the upcoming planting/farming season in...

Continuing the theme of dramatically reducing our exposure to Russia in our CEE fund, we earlier highlighted our exits from various...

As Russia has mounted and mobilized a nearly 200,000 strong invasion force which now encircles Ukraine on three sides, an invasion into...

Arista Networks (ANET) reported strong Q4/2021 financial figures with both top and bottom lines topping expectations while also providing...

In light of AMD posting blowout quarterly earnings last week (highlighted by higher Radeon and Ryzen volume along with higher CPU ASPs),...