On BalanceSemiconductors. The talk of the town and today is no exception. It’s been (and is) a must have sector for investors. It’s also a sector where the media and bears can’t stop trying to call the top. Three months ago we posted an article here on Linkedin – ‘Chips with everything’ in which we showed […]
You can Bank on it. AI’s not just a tech story anymore. It’s seeping into every corner of the market and that’s a big reason ‘Wall Street’s’ rushing to lift S&P 500 targets toward 8,500+. Time to look beyond Big Tech. Financials (S5FINL) are primed to benefit across the sector: productivity, risk, revenue. As Jamie […]
The chart below provides an excellent example of what we at Libra and the Apollo data set and signals have been doing for 20 years and still are. This image is BP – needless to say benefitting from events in the Middle East. And how. Anticipating entry and exit points for stocks, sectors and markets is tough. […]
Sometimes a bit of anecdotal peer review is good for the soul
As April turns to May the next phase for the market gets underway. However, even if it looks similar, April 2026 was not April 2025 – there are a lot of tactical decisions that still need to be made over the rest of Q2.