Fintax Group https://fintaxgroup.com/ Financial Planning Solutions Wed, 20 Aug 2025 13:11:57 +0000 en-US hourly 1 https://fintaxgroup.com/wp-content/uploads/2017/10/cropped-Favicon-32x32.png Fintax Group https://fintaxgroup.com/ 32 32 Understanding the Magnificent 7 in Historical Context https://fintaxgroup.com/historical-context/ https://fintaxgroup.com/historical-context/#respond Wed, 20 Aug 2025 13:11:56 +0000 https://fintaxgroup.com/?p=18198 15 August 2025 Dear Fintax Investor How big are the Magnificent 7, today’s tech giants, compared to their historic counterparts? To answer this, we can look back at the peak inflation-adjusted market capitalisations of the three largest companies in history: the Dutch East India Company (VOC), the Mississippi Company, and the South Sea Company. Together, […]

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]]> https://fintaxgroup.com/historical-context/feed/ 0 The Contest https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2-2/ https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2-2/#respond Wed, 16 Jul 2025 09:27:37 +0000 https://fintaxgroup.com/?p=17989 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 hedge fund manager Ray Dalio’s Principles for Dealing with the Changing World Order as […]

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]]> https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2-2/feed/ 0 A Historic Shift in the “Risk-Free” Paradigm https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2/ https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2/#respond Wed, 16 Jul 2025 09:24:14 +0000 https://fintaxgroup.com/?p=17985 22 May 2025 Dear Fintax Investor Last week, ratings agency Moody’s downgraded U.S. sovereign debt from Aaa to Aa1, aligning with earlier downgrades by Fitch (2023) and S&P (2011). This marks a historic shift, ending the U.S.’s century-long triple-A status, the gold standard for sovereign debt safety, and challenging its historic status as the world’s […]

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]]> https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2-2/feed/ 0 The Neo-Mercantilist Era: Rare Earth Minerals and the Retreat from Globalisation https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2/ https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2/#respond Wed, 16 Jul 2025 09:16:52 +0000 https://fintaxgroup.com/?p=17981 15 July 2025 Dear Fintax Investor Mercantilism, the historical economic doctrine of amassing national wealth through trade surpluses and resource control, is experiencing a revival as nations pivot away from globalisation toward strategic self-interest. In the 16th to 18th centuries, empires hoarded gold and controlled trade routes; today, the focus is on rare earth minerals […]

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]]> https://fintaxgroup.com/the-biggest-single-day-stock-declines-2-2/feed/ 0 Navigating the AI Trade in 2025 https://fintaxgroup.com/the-biggest-single-day-stock-declines-2/ https://fintaxgroup.com/the-biggest-single-day-stock-declines-2/#respond Wed, 16 Jul 2025 09:14:27 +0000 https://fintaxgroup.com/?p=17977 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. firms is accelerating, with 9.2% now utilising AI for goods and services production—a significant rise […]

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]]> https://fintaxgroup.com/the-biggest-single-day-stock-declines-2/feed/ 0 The Biggest Single-Day Stock Declines https://fintaxgroup.com/the-biggest-single-day-stock-declines/ https://fintaxgroup.com/the-biggest-single-day-stock-declines/#respond Mon, 03 Mar 2025 09:44:46 +0000 https://fintaxgroup.com/?p=17224 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 market to revise its expectations for AI chip demand, driving down share prices of chip manufacturers, with Nvidia, the […]

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]]> https://fintaxgroup.com/the-biggest-single-day-stock-declines/feed/ 0 Semiconductors https://fintaxgroup.com/semiconductors/ https://fintaxgroup.com/semiconductors/#respond Mon, 03 Mar 2025 09:42:00 +0000 https://fintaxgroup.com/?p=17220 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; hardware manufacturers—especially those producing the semiconductors powering AI—are also major beneficiaries. While Nvidia is […]

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]]> https://fintaxgroup.com/semiconductors/feed/ 0 2024 Year Review & 2025 Outlook https://fintaxgroup.com/2024-year-review/ https://fintaxgroup.com/2024-year-review/#respond Mon, 03 Mar 2025 09:32:55 +0000 https://fintaxgroup.com/?p=17207 8 January 2025 Dear Fintax Investor The Past: Performance 2024 delivered another good year for the global stock market. In fact, since the start of 2014, there have been only three negative performing calendar years in USD terms for global equities: Source: MSCI Indices. Performance in USD. Past performance is not a guarantee of future […]

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]]> https://fintaxgroup.com/2024-year-review/feed/ 0 Ferraris, Picassos and Oom Paul’s Kruger Rands https://fintaxgroup.com/ferrraris-picassos-and-oom-pauls-kruger-rands/ https://fintaxgroup.com/ferrraris-picassos-and-oom-pauls-kruger-rands/#respond Mon, 05 Aug 2024 11:08:44 +0000 https://fintaxgroup.com/?p=15916 5 August 2024 The prior five year investment cycle has been interesting to say the least.  It has bared witness to the Covid crisis, the sharpest interest rate hiking cycle since the 1970s, a major regional war with global implications (Russia/Ukraine), the U.S turning increasingly isolationist, and the rise of artificial intelligence, a game changer […]

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]]> https://fintaxgroup.com/ferrraris-picassos-and-oom-pauls-kruger-rands/feed/ 0 2024 Mid-Year Market Update https://fintaxgroup.com/2024-mid-year-market-update/ https://fintaxgroup.com/2024-mid-year-market-update/#respond Fri, 12 Jul 2024 11:40:16 +0000 https://fintaxgroup.com/?p=15780 8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the year. Year-to-date, the best performing stock markets in U.S. Dollars on our country monitor list are Argentina, India, and the U.S. […]

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