Weekly Letter 25–31 Oct 2026: an equal-weighted index of the 100 most actively traded Mining companies lost 12.7% in a month. The decline runs across all major sub-industries, and the index now reads as oversold – yet it is still up 172.5% since October 2024.

Weekly Letter 18–24 Oct 2026: whole groups of second listings moved about 3% against their home exchanges – and with EyePoint, HydroGraph and Glass House, three single-company news events showed whether the second listing keeps pace.

WEEKLY LETTER · 10 OCT – 16 OCT 2026 Market overview A quiet week: neither individual shares nor entire markets deviated noticeably from their usual relationship to the home exchange. +20% Christian Dior vs. LVMH since 28 Aug +7% Investor vs. Atlas Copco this week −4% Exor vs. Ferrari since…

Weekly Letter · 3 Oct – 9 Oct 2026 Market overview Many Chinese companies have two kinds of shares: an A share traded in Shanghai or Shenzhen and an H share traded in Hong Kong. Both represent the same company, yet they rarely cost exactly the same. On 9 Oct,…

Bloom Energy is cementing its position as the premier off-grid power provider for the global AI infrastructure boom. As hyperscalers scramble for immediate, low-emission electricity, Bloom’s solid oxide fuel cells are stepping in to bypass traditional grid delays. Following record-breaking quarterly results and multi-billion-dollar contract wins, analysts have dramatically raised…