Blog
One company every week: why it belongs among the few winners, or why it doesn't.
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· SPGI
S&P Global: the toll gate of the bond market, now 21% cheaper than usual
Half of all credit ratings, the S&P 500 index and a data business under pressure from AI. S&P Global is in the buy zone. Why, and what could go wrong.
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· SXR8
Why I only invest in the few winners
Most stock market gains come from a handful of companies, often in markets with only two or three players. This is how I build a portfolio around that, with the S&P 500 as referee.