Dividends – cold hard cash paid out by corporates are often seen as an important criterion for a certain group of investors.
These might be 1) folks targeting a steady stream of passive income, 2) retirees looking at dividends as a form of income to fund their day-to-day expenses, or 3) simply more risk-averse investors looking at “value” stocks which are often associated with a high dividend yield.
There are, however, investors in the opposite camp...

There have been increasing chatters of an earnings recession in 2023, something that hasn’t occurred since COVID-19 blasted corporate results to the ground in 2020.
To be clear, the definition of an earnings recession is a back-to-back decline in earnings. While 4Q22 results are still underway (82% of S&P 500 has reported results), the street is forecasting earnings to have fallen -4.7% from the year-ago period, according to d...

The time has come for most funds to disclose their latest quarter purchases/sales and there is none more closely monitored than Warren Buffett’s Berkshire Hathaway transactions. Given a large war chest of approx. US100+bn, is the Oracle of Omaha finally going “All-in” in an improving market?
Well, that is not the case. Berkshire Hathaway made more sales than purchases in the final quarter of 2022, according to data taken from, one of my f...

The hype on Artificial Intelligence or AI for short is gaining traction, following the introduction of ChatGPT, an AI Bot developed by OpenAI, where Microsoft has publicly announced a $10bn long-term partnership with the AI start-up.
ChatGPT has taken the world by storm, setting the in a short span of just 2 months after its launch. The company is now offering a premium subscription of $20/month to monetize its existing user base.
Not to be outdon...