Indian Struggles Drown Oil’s Prospects
With a population of approximately 1.2billion people India is currently the third largest oil-consumer. As we entered the new year India was expected to be a major driver of oil demand recovery as economies opened and the world got moving again. However, the pandemic situation in India has deteriorated considerably over the last […]
A French Milestone
https://commons.wikimedia.org/wiki/File:Trump_talks_with_Macron_at_G7_Biarritz_summit.jpg] Unfortunately, Europe’s response to the pandemic this year has not been good. A combination of poor decisions regarding vaccine approval and purchasing combined with a lackluster approach to lockdown has led to pandemic lasting longer than expected and causing considerably more deaths than expected. On Thursday, France became the latest country to record more […]
Grace in the Chip Wars – Nvidia vs The World
On a relatively cold Monday afternoon stateside the semiconductor wars escalated when Nvidia said it will offer its first server microprocessors. This is seen as a very aggressive and exciting move by Nvidia with significant negative repercussions for Intel. The server microprocessor market had up until now been Intel’s niche and sweet spot which it […]
Week in Review
Well that was an interesting week! Headline equity numbers for the week just aren’t pretty: So what happened this week? In short, the market was a victim of its own success. Over the last 6 months or so we have seen market interest rates trend higher in the background with the market not giving it […]