As tensions in Hormuz and the Russia-Ukraine energy standoff raise the risk of a major military accident, markets prefer to focus on the Fed and AI euphoria. AlphaValue argues these extreme risks remain unpriced — and that Oil and Metals may well be the first insurance policy worth taking out.
AlphaValue's Fundamental Strength Indicator reveals 24 "unsinkable" business mo...
A $330 share price, 40x earnings expected five years from now, and growth funded by SoftBank: wh...
European defence is no longer the cozy oligopoly it once was. Rising competition from AI-driven sta...
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European steel stocks have surged on the back of EU carbon border taxes rather than genuine dem...
Sandoz is riding the biosimilar wave as $320bn worth of biological drugs lose patent protection, stro...