Weekly KnowHow

Weekly analysis of what matters for your equity portfolio along with our Charts of the Week product. All done with a bit of flare and KnowHow. Subscribe Free.

In 2006, Amazon began investing heavily in AWS. If you had followed the story and invested in Amazon alongside it's ramping up R&D spend, you would have…
Despite a strong earnings season, the mixed price action suggests investors are starting to bet hard on winners versus losers. We show through a case…
The Golden Dragon Index has almost halved in value over the past few months. The risks to many of China's own digital businesses is increasingly clear…
As we head into a critical earnings period for investors, we look at the set-up for the broader market and consider the stocks that could be most at…
Markets have been choppy over the past week. As we head into earnings season, it is important to have an understanding of the tactical factors that are…
Looking through the holdings of top funds can help you generate ideas and understand portfolio composition. In this analysis, we have aggregated the…
Growth has come back with a vengeance in the past few weeks as macro data peaks and cyclical positioning has become extended. However, as the market…
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