Simply Wall St Market Insights for the week ending 25th August 2025.
To read the full article: 📊 Leveraged Upside and Downside With Bitcoin Treasury Companies
Timestamps:
00:00 Bitcoin Treasury companies
00:22 BTC Treasury Companies: The Arbitrage Trade
1:27 Who's leading the charge?
2:25 The Premium Problem
3:31 BTC Treasury Company Financial Engineering
4:45 Downside Scenarios and Risks
6:05 There Are Many Ways To Get Bitcoin Exposure
7:05 Conclusion
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 17th August 2025.
To read the full article: ₿ Bitcoin ETFs: Success Comes With Risks
Timestamps:
0:00 Introduction
0:32 What happened in markets last week
2:33 📈 Bitcoin Adoption Grows
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 10th August 2025.
To read the full article: 🤖 The Bull and Bear Thesis on AI’s Decade of Disruption
Timestamps:
0:00 Introduction
0:55 What happened in markets last week
3:12 🤖 Agentic AI’s Global Impact: Boom or Bust?
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 27th July 2025.
To read the full article: 💥 How Agentic AI Could Change Every Industry
Timestamps:
0:00 Introduction
0:36 What happened in markets last week
3:12 🏭 How Agentic AI Could Reshape Entire Industries
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 27th July 2025.
To read the full article: 🤖 Who Will Win In The Age Of Agentic AI?
Timestamps:
0:00 Introduction
0:47 What happened in markets last week
3:21 🤖 The Agentic AI Revolution
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 13th July 2025.
To read the full article: 🇺🇸 The Big Beautiful Deficit
Timestamps:
0:00 Introduction
0:29 What happened in markets last week
2:58 🇺🇸 The One Big Beautiful Bill
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 6th July 2025.
To read the full article: 🎢 From Panic to Peak: Q2’s Wild Ride and What’s Next
Timestamps:
0:00 Introduction
0:29 What happened in markets last week
2:27 💥 From Fear to Euphoria: Q2's Epic Market Rebound
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 29th June 2025.
To read the full article: 🏛️ The Winners and Losers From The Stablecoin GENIUS Act
Timestamps:
0:00 Introduction
1:00 What happened in markets last week
3:50 🏛️ The Winners and Losers From The Stablecoin GENIUS Act
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Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 22nd June 2025.
To read the full article: 🎢 Asia’s 2025 Rollercoaster: From Trade Turmoil to Market Rebounds
Timestamps:
0:00 Introduction
0:29 What happened in markets last week
3:00 Asia's Rollercoaster Ride in 2025
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 16th June 2025.
To read the full article: 🚀 Finding Moonshots in the Space Race
Timestamps:
0:00 Introduction
0:40 What happened in markets last week
4:00 Investing in the Booming Space Economy
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 9th June 2025.
To read the full article: 🎢 Opportunities In The Turbulent Transition To Greener Energy
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 1st June 2025.
To read the full article: 🤖 A.I. Enters the “Show Me The Money” Phase
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 25th May 2025.
To read the full article: 🧬 The Convergence of Genomic Medicine and AI Drug Discovery
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 19th May 2025.
To read the full article: 🦾 The Investing Case For Automation And Robotics Stocks
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Timestamps00:00 Investing in automation and robotics0:54 Main Street isn’t very optimistic1:27 What the U.S.-China Trade Agreement Means for Markets2:03 Coinbase joining S&P 500 days after bitcoin soared past $100,0002:25 UnitedHealth under criminal probe for possible Medicare fraud2:43 US agrees to sell Saudi Arabia $142bn arms package 2:56 Boeing inks record-breaking deal with Qatar Airways 210 planes order3:14 The Rise of Automation and Robotics4:38 The 7 Segments In The Automation Industry6:55 The Automation & Robotics Ecosystem7:33 Where are the Robotics Hotspots?7:55 How to Find Opportunities in Automation8:20 How To Diversify Across Automation and Robotics 8:46 Things to Keep in Mind When Investing in Robotics.
Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 12th May 2025.
To read the full article: 🤴 Buffett Steps Down - The Lessons And Legacy Of The G.O.A.T.
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 5th May 2025.
To read the full article: 🧠 Investing in Innovation to Beat Stagflation
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 27th April 2025.
To read the full article: 🏛️ How Fiscal Dominance Impacts Your Portfolio
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 20th April 2025.
To read the full article: ⛈️ Protect Your Capital With The All-Weather Portfolio Strategy
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 13th April 2025.
To read the full article: Gold Is Shining While Everything Else Loses Its Luster
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
Simply Wall St Market Insights for the week ending 6th April 2025.
To read the full article: Global Markets After Yet Another Tariff Update
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Simply Wall St analyst Richard Bowman and Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.
Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.
