Enzo Willcox

The Great Return of Bonds: Why Dividend Stocks Have Lost Their Superpower

After a decade of dominance fueled by near-zero interest rates, dividend stocks are faltering. The sharp rise in rates has restored the appeal of bonds: yield, with less risk.

October 02, 2026 at 03:58 am EDT

Magnificent 1 + 6: when Meta alone carries Big Tech

No more blank checks for the tech giants. While Mark Zuckerberg is finally cashing in on AI dividends, the rest of the group is running out of steam.

October 01, 2026 at 09:45 am EDT

Uranium's revenge: the once-cursed metal is king again

From market pariah to a star resource for tech and the energy transition: the radioactive ore is staging a spectacular comeback. Here's how to play this stock market revenge.

September 30, 2026 at 03:50 am EDT

The shadow giants: 4 stocks you use every day without knowing it

Investors spend most of their time watching big tech prices ups and downs. This is normal. However, in the stock market, the best profiles are often hidden where the general public has not looked yet.

September 29, 2026 at 03:43 am EDT

Bernard and Alexandre Arnault at the table with Donald Trump and Xi Jinping

Bernard Arnault and his son Alexandre were among the guests at Thursday's state dinner hosted by Donald Trump at the White House in honor of Chinese President Xi Jinping. The LVMH leaders stood out in a heavily American crowd dominated by political leaders, tech chiefs and prominent figures from Wall Street.

September 25, 2026 at 04:17 am EDT

LVMH, Kering, Hermès… When the luxury empire starts to wobble

There is no longer any stock market miracle for luxury names. The string of profit declines among Europe's leading players confirms that no sector, even the strongest, is immune to economic cycles.

September 25, 2026 at 03:02 am EDT

Public debt: France books a one-way ticket to the top

As France's Ministry of Finance expects French debt to surge past 121% of GDP, the government is promising a EUR54bn effort without touching direct taxes.

September 21, 2026 at 04:58 am EDT

MarketScreener Odds and Ends: AI Takes on Water, Oil Takes Off

This week's lineup: fund managers who are starting to find the AI bill a bit steep, oil supertankers whose travel costs are soaring, and the S&P 500 that is becoming almost reasonable again on its multiples

September 21, 2026 at 03:24 am EDT

Another cold Turkey for Istanbul

Anyone who has followed the Turkish stock market for a few years is now used to the roller-coaster, even though most investors have probably never set foot there. But for those with money on the line, Wednesday's session was unlikely to be a pleasant one.

September 18, 2026 at 09:56 am EDT

BWET: the extreme ETF no one saw coming

Up 3,700% in nine months, steep management fees and violent volatility: the Breakwave Tanker Shipping ETF (BWET) is writing one of the wildest chapters in 2026 finance.

September 14, 2026 at 03:06 am EDT

When markets panic over AI… then backtrack

Declaring SaaS dead because of AI was a bit like shutting down law firms because ChatGPT can write a demand letter. The market panicked, knocked down giants, and then realized it might have gotten things wrong.

September 11, 2026 at 03:09 am EDT

How AI Turned Your Drawer Change into a Gold Mine

This week's lineup: a tutorial for finding money at the bottom of your drawers, a look at Microsoft nearly being unseated by Nvidia's surge, and a bit of macroeconomics to keep our Mr. Macro happy.

September 07, 2026 at 05:08 am EDT

Is the party already over for AI-boosted momentum kings?

After cashing in on the surge across anything tied to AI, the momentum strategy is losing some of its shine. The Invesco S&P 500 Momentum ETF is on track for its worst performance in 25 years: just a temporary air pocket, or the end of a fad?

September 04, 2026 at 04:23 am EDT

Outpacing Wall Street: Colombia's surprise stock market comeback

Shunned by investors under the Petro presidency, Colombia's market is staging a spectacular rebound after Abelardo de la Espriella's election. Does that make it a bet worth taking?

August 27, 2026 at 09:41 am EDT

The AI Economic Boom: How Claude Code Has Supercharged Demand for Developers.

As paradoxical as it may sound, the arrival of Claude Code has genuinely revived job postings in software development. What is shaping up to be the biggest economic boom in history may not be such bad news for employment, even if it still needs to be proven over time.

July 30, 2026 at 09:10 am EDT

Tomorrow, Everyone Replaced? When AI Leaves the Screen and Comes for Our Jobs

Is the next big step in human evolution, according to Jensen Huang, right around the corner? As the first applications emerge, machines are rapidly gaining capability. They are no longer just executing tasks: they are becoming genuinely intelligent.

July 30, 2026 at 03:49 am EDT

While Tech Burns, Grandpa Holds the Line (and Makes Money)

The capital flight from AI into more defensive stocks gives Grandpa a good chance to explain how to manage a portfolio, even if he did not cash in on the sector's triple-digit gains.

July 24, 2026 at 04:49 am EDT

The SOXX paradox: break records… and the market will punish you

In 2026, it seems that delivering a flawless quarter no longer shields you from a shakeout. Examples are piling up across the semiconductor sector, even more so as investors grow impatient with colossal spending.

July 22, 2026 at 10:35 am EDT

The Microsecond War: How Physics Took Control of Wall Street

There is actually a way to win in the markets almost every time, although it's nearly out of reach for individual investors. Some firms have made it their calling card, sparking a race for speed measured in billions of dollars and the laws of physics.

July 22, 2026 at 08:11 am EDT

SAP: a cloud giant in the sales during the AI era

Boosted by the rise of its cloud solutions, SAP was recently trading not far from its market peaks. Since then, the stock has suffered a sharp correction, returning to far more attractive valuation levels. However, its financial results in no way suggest a company that is in trouble. As fears of disruption by artificial intelligence gradually fade away, SAP stands out as a compelling name, available at a price well below its true potential

July 16, 2026 at 04:34 am EDT

Richemont restores momentum to luxury, Axfood under pressure

Earnings season is getting off to a flying start, with Richemont beating expectations and clearing the skies for the entire sector, ASML does the same. Axfood reports results in a tough quarter as its rival gains market share. Storebrand and Barratt Redrow launch share buyback programs

July 15, 2026 at 03:56 am EDT