Why I turned bullish on Bitcoin and bombed-out AI hyperscalers
Ryk de Klerk links Bitcoin’s slump and hyperscalers’ pain to a jump in Big Tech bond spreads, arguing the market has priced in heavy capex and financing needs.
#MagnificentSeven
How advisers can prevent ‘fight or flight’ from destroying returns
Morningstar’s Investment Outlook for 2026 highlights trends in the US and domestic equity markets that it believes advisers and investors should watch.
I am bearish but invest bullish by seizing value opportunities
Ryk de Klerk’s focus has shifted from picking AI ‘winners’ to identifying future ‘survivors’ – and balancing portfolios with undervalued, lower-risk Healthcare and Consumer Staples.
US market dominance: exceptional growth or hidden risk?
PSG Asset Management warns that market complacency, overconcentration in US equities, challenging starting valuations, and potential policy risks could make the next decade challenging for investors.
Magnificent Seven: opportunities arise from divergent performance
With economic factors such as inflation and central bank actions looming large, the outlook for technology stocks remains uncertain.
