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The Contest

23 April 2025 Dear Fintax Investor As of April 2025, global markets are navigating a volatile landscape shaped by escalating tensions in the unseen financial battle between the United States and China, a dynamic outlined in my letter earlier this month using renowned...

Navigating the AI Trade in 2025

18 June 2025 Dear Fintax Investor In 2025, intensified competition and cautious investor sentiment have weighed on the Artificial Intelligence (AI) trade, with share prices of major AI companies retreating from their earlier peaks. Despite this, AI adoption among U.S....

The Biggest Single-Day Stock Declines

18 February 2025 Dear Fintax Investor Late in January, Chinese startup DeepSeek unveiled a cost-effective artificial intelligence (AI) model that requires significantly fewer AI chips for training, yet yields surprisingly strong results. This announcement led the...

Semiconductors

15 January 2025 Dear Fintax Investor Artificial intelligence (AI) is taking centre stage in both popular culture and the financial markets, and it’s no surprise why. As AI continues to reshape industries, it’s not just the software companies driving this revolution;...