Oil Shock. Equity Fear. Buying Opportunity
by Amit GoelMarch 16, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Markets Absorb Crises — And Still Climb to New Highs.
by Amit GoelMarch 10, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
The Center of Global Influence
by Amit GoelFebruary 25, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
AI Euphoria Meets Reality: Capex Is Surging Faster Than Profits
by Amit GoelFebruary 17, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Electricity: The New Economic Engine
by Amit GoelFebruary 17, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
Copper Demand Is Writing the Next Global Growth Story
by Amit GoelJanuary 16, 2026Copper’s breakout to record highs is increasingly reflecting a structural repricing rather than a cyclical spike, with the...
The Dollar Will probably Rise — Before It Falls for Years
by Amit GoelJanuary 12, 2026The chart shows the Bloomberg Dollar Spot Index falling ~8% in 2025, its worst annual decline in eight years, marking a clear...
AI Capex: The Next Equity Shock
by Amit GoelDecember 19, 2025The chart shows how U.S. stock market capitalization has surged far ahead of the rest of the world, driven largely by ...
Echoes of 2000, Lessons for 2025: The Rise of Tech and Fall of Safety
by Amit GoelOctober 9, 2025The first chart tracks market-cap weightings across super sectors in the US from 1973 to 2025. The data reveals a striking surge in...
How Rising Household Debt Is Reshaping India’s Macro Landscape
by Amit GoelOctober 7, 2025This chart highlights India’s sharp build-up in non-housing household debt, which has climbed to over 29% of GDP
EM Rally Looks Stretched: A Turning Point Ahead?
by Amit GoelSeptember 17, 2025This first chart shows the positioning of asset managers (black) and leveraged funds (brown) in MSCI...
The Illusion of Affordability: Housing Wealth’s Generational Shift
by Amit GoelSeptember 11, 2025This first chart shows the dramatic moves in inflation-adjusted home prices and mortgage rates...
