Shernel Thielman

The oil market is once again drawing attention. This time, it's not due to a surprise production cut from OPEC, tensions in the Middle East, or a sudden demand spike from China; but because of Venezuela. After years of political and economic instability, the country with one of the world's largest proven oil reserves is suddenly back in the spotlight. Even retail investors seem to have rediscovered oil as a theme. The excitement is understandable. The idea that Venezuela’s reserves might soon...

Uncertainty is once again dominating financial headlines. News of cooling economic growth, rising unemployment, and a central bank seeking the right balance between inflation and growth is pouring in rapidly. For many investors, this feels unsettling. Yet it’s important not to equate uncertainty with danger. Financial markets rarely move in straight lines. Periods of calm and predictability are almost always followed by phases of doubt and volatility. These are often the moments that separate...

AI is increasingly becoming part of our daily lives—often faster than we realize. Most conversations focus on disappearing jobs or machines becoming smarter than humans. But rarely do we discuss what AI truly means for companies, profitability, and ultimately investors. And that’s unfortunate, because that’s exactly where the biggest shift is happening. Many companies present AI as the next growth engine. Grand statements are made, creating expectations that are sometimes more marketing than...