$650 Billion and Counting: What Big Tech’s AI Spending Says About the Market
Big Tech is on track to spend up to $700 billion on AI in 2026, yet identical earnings beats led to very different market reactions. The gap is not about revenue. It is about what investors......
Healthcare in 2026: A Sector Caught Between a Patent Cliff and a Supply Shock
Healthcare in 2026 is a sector of contradictions. Aspirin is in short supply in UK pharmacies, yet big pharma is closing...
Aerospace in 2026: Recovery, Disruption, and Where it Stands Today
Aerospace in 2026 sits at a turning point. Passenger demand is at record highs, yet airlines are under pressure from rising...
Gold VSA Analysis: Putting it all together
In this final part of the Gold VSA analysis series, we revisit our original hypothesis of a potential uptrend in gold...
Why Accounting Still Matters in M&A, Even If It Sounds Boring
Accounting rarely feels like the most exciting part of M&A until you start working on real deals. Very quickly, you realise...
Event Driven Investing Explained: Hedge Funds, Merger Arbitrage and the Paramount WBD Deal
Event driven investing is a strategy used by hedge funds to profit from corporate events such as mergers and acquisitions. In...
Gold VSA analysis part 2
In our previous Gold CFD analysis, we suggested that the market may be approaching a potential **VSA test for supply**, which...
War Rhetoric vs Market Reaction: Here’s what everyone’s talking about today
Investors woke up today with Iran’s threat on the Strait of Hormuz dominating the headlines and it should matter. Roughly 20%...
Market analysis – 05 Feb 2026 – 7am
It is 7am while I am writing this and this is what I am observing in the markets which has sparked...
3-Statement Financial Model Template
A clean, fully‑linked three‑statement financial model template designed for case studies, interview prep, and real‑world practice. This generic model works across...