Thematic reports
Claude for Equity Research
Claude Projects, Claude for Microsoft Office, Cowork and Dispatch
The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners
Analyze Websites like a Pro
The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
Investing, Fast and Slow
Reflections about Kahneman's book "Thinking, Fast and Slow"
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too