Veronika Hirsch: Investment Commentary (May 2015)
by Veronika Hirsch, Arrow Capital Management
Read/Download the complete report below:
Related Posts
Economic Sentiment Belies Strong Economic Estimates
by Lance Roberts, RIA Economic growth metrics for the United States have recently shown surprising resilience; however, consumersā…
On My Mind: IranāEarly considerations on market impact
Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.
Market Internals: Stability Is the Headline. Repricing Is the Reality.
Thirty-one trading sessions into 2026, the S&P 500 looks steady. Thatās the headline. But as Citadel Securities' Scott…
The Global Oil Complex and the War of Regime Change
by Hubert Marleau, Market Economist, Palos Management Contrary to adversaries, who called the prediction markets run by Kalshi…
Sector Tailwinds, Stock Headwinds: MercadoLibreās Technical Picture Turns Bearish
by SIACharts.com MercadoLibre Inc. is currently positioned within the Retail sector, which ranks 8 out of 31 sectors…
The Autonomous Shift: How AI, Regulation, and Data Are Rewiring Financial Planning
The financial planning profession is not evolving incrementally. It is re-architecting itself. As Bain & Company frames it…
GS: When Trillions Rotate Into Billions
Commodities are off to a volatile start in 2026. But Goldman Sachsā Daan Struyven argues1 the move isnāt…
The AI Boom Is Entering Its Next Phase ā And Itās Not What Most Investors Own
The AI trade is changing. In his January 2026 investor letter1, Sparkline Capitalās Founder & CIO Kai Wu…