The Portfolio Concentration Debate

TalkMarkets - Tue, 02/10/2026 - 12:58
Warren Buffett and most of his value investing brethren subscribe to the philosophy of high concentration: “Put all your eggs in one basket and watch that basket closely”.

Rally in Stuff

TalkMarkets - Tue, 02/10/2026 - 12:33
The market is witnessing a sharp rotation as investors shift from overextended tech "heavyweights" into cyclical and resource-based sectors.

BlackRock Dividend Increase

TalkMarkets - Tue, 02/10/2026 - 12:20
On 15 January, BlackRock increased its dividend by 9.98%, from $5.21 to $5.73 per share. The dividend is payable on 24 March to shareholders of record on 6 March.

Demand For Gold In Tech And Industry Was Steady In 2025

TalkMarkets - Tue, 02/10/2026 - 12:07
In 2025, gold demand hit a record 5,002 tonnes, crossing the 5,000-tonne milestone for the first time. While often viewed purely as a monetary asset, gold's industrial utility is a critical, if sometimes overlooked, pillar of its value.

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