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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Goldman: AI earnings lift still limited to infrastructure firms
Stocks14d ago

Goldman: AI earnings lift still limited to infrastructure firms

Goldman Sachs reports S&P 500 Q2 earnings up 31%. AI infrastructure firms drove half of growth. Only 2% of companies quantified AI earnings impact. Enterprise spending rising fast.

NRI tax ruling: Fund source for ₹79L flat okayed, ITAT deletes additions
Stocks14d ago

NRI tax ruling: Fund source for ₹79L flat okayed, ITAT deletes additions

ITAT said the NRI's bank statements and documents proved payments. The ruling clarifies how NRE funds can be used for property purchases without triggering tax queries.

FitFlop, Pantone Launch ‘Colour of Comfort’ in Philippines
Stocks14d ago

FitFlop, Pantone Launch ‘Colour of Comfort’ in Philippines

FitFlop Philippines teams with Pantone on an eight-style footwear line, The Colour of Comfort, available now in 10 stores. The partnership blends biomechanical tech with color psychology.

Red Sea shipping crisis hits India-Europe trade for 1,000 days
Stocks14d ago

Red Sea shipping crisis hits India-Europe trade for 1,000 days

GTRI says the Red Sea crisis has made India-Europe trade slower and more expensive for 1,000 days, with freight rates 25-40% above normal and MSME exporters hit hardest.

"Crypto Is Dead" Chatter at 3-Month High, Santiment Says
Crypto14d ago

"Crypto Is Dead" Chatter at 3-Month High, Santiment Says

Surge in fear language across social platforms often precedes BTC upside, Santiment Intelligence says, as XRP negativity hits bearish extreme alongside on-chain activity spike.

Why a misattributed Twain quote reveals a costly investor bias
Stocks14d ago

Why a misattributed Twain quote reveals a costly investor bias

A quote commonly attributed to Mark Twain warns against the regret of inaction. Scholars say he never wrote it. For investors, the misattribution feeds a costly bias.

White House Crypto Summit: 10% Odds on CLARITY Act as Agencies Move Alone
Crypto14d ago

White House Crypto Summit: 10% Odds on CLARITY Act as Agencies Move Alone

Polymarket odds on the CLARITY Act have fallen to 19% from 82%. Galaxy Digital puts the chance at 10%. SEC and CFTC are moving on crypto through existing authority while the bill stalls.

Rebel Creamery files Chapter 11 after $23.8M packaging loss
Stocks14d ago

Rebel Creamery files Chapter 11 after $23.8M packaging loss

Rebel Creamery filed Chapter 11 after a judge ordered it to pay $23.8M for copying Van Leeuwen's packaging. The ice cream maker listed $10M-$50M in assets and debts.

Moscow's Chief Economist Warns Russia May Not Win Attrition War
Stocks14d ago

Moscow's Chief Economist Warns Russia May Not Win Attrition War

Moscow's chief economist says Russia may not win a war of attrition; sanctions and strikes could slow growth and trigger social crisis.

Cuban tells Khanna 'you don't understand business' in Calif. tax clash
Stocks14d ago

Cuban tells Khanna 'you don't understand business' in Calif. tax clash

Cuban warned the one-time wealth tax on billionaires could push startup founders out of California and said he would make not being in the state a condition for investments.

Gen Z ETF Share Hits 25% on Binance; Stock Picking Fades
Crypto14d ago

Gen Z ETF Share Hits 25% on Binance; Stock Picking Fades

Six in ten Gen Z investors on Binance hold equity ETFs as their top choice, and one in five have never sold. Data shows a generational divide in trading style.

Indian Bank Eyes $400M ECB This Week, $2B in NRI Deposits
Macro14d ago

Indian Bank Eyes $400M ECB This Week, $2B in NRI Deposits

Indian Bank's MD Binod Kumar said the lender will raise $400M via ECB this week under the RBI's swap window, with another $600M planned before the Dec. 31 deadline.

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