by Carolina Vignoni | Dec 23, 2024 | Microblog
In a recent interview for Quartz’s “Smart Investing” series, John Petrides draws parallels between the movie “Everything Everywhere All at Once” and the current state of the financial markets.
Just as the film navigates multiple universes, investors today face a multitude of market scenarios, from small caps to healthcare. Petrides emphasizes the importance of diversification and strategic planning to effectively manage this complexity.
For a deeper dive into these insights, read the full article here.
by Carolina Vignoni | Feb 4, 2025 | Microblog, Insights
In financial markets today, the term “American Exceptionalism” has gained momentum, and rightly so, as shown in the chart below as well as in U.S. equity market returns compared with the rest of the world. Still, it can be argued that valuation for the S&P 500 is...
by Richard Zhang | Nov 6, 2025 | Microblog, Insights
Since the beginning of 2025, the U.S. government has taken stakes in five publicly traded companies: U.S. Steel, MP Materials, Lithium Americas, Trilogy Metals, and the once-tech titan, Intel. All “in the interest of national security.” The last time this type of...
by nblundell@tocqueville.com | Apr 23, 2026 | Microblog, Insights
Where exactly does one begin with a quarter that offered, in the span of ninety days, more material than most years would reasonably claim? Let’s try chronologically, though the events themselves showed little respect for narrative order.
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