The Global Alpha by InCred Money
InCred MoneyInsightful analysis of global equity markets, uncovering trends, opportunities, and risks across regions, sectors, and companies.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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theglobalalpha.substack.comLatest Issues
LVMH: The World's Biggest Luxury Empire Is On Sale. Is It a Buy?
In January 2024, LVMH’s Paris-listed stock was flirting with an all-time high near €900, and the company had just become the first European business in history to cross $500 billion in market value. Bernard Arnault, its chairman, was briefl...
Fallen Angels of the AI Panic: These Companies Aren’t Dying, They Are On Sale
In February 2026, IBM lost over a tenth of its value in a single day- its worst since October 2000. The fall came on the back of nothing but a headline: Anthropic said Claude Code could modernize the decades old programming language- COBOL,...
Anthropic Wants to Be Worth $2 Trillion. Here’s What’s Actually in the Numbers
A little over five years ago, seven people walked out of OpenAI to start their own AI lab. Today that lab, Anthropic, the company behind the Claude chatbot, wants the stock market to value it at more than $2 trillion. That’s more than doubl...
The $172 Stock That Became a $38 Stock: Is Nike A Buy, Hold Or Sell?
Nike (NYSE: NKE) is the world’s largest athletic footwear and apparel company by revenue, built on a swoosh that’s been on sneakers since 1971.
It runs on three brands and four regions:
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The World Runs On Copper, Oil And Silver. Why Not Your Portfolio?
From the gold in your jewellery to the oil that powers your car and the copper inside your phone, commodities are everywhere.
But what if you could invest in these building blocks of the global economy- not just in India, but across the wo...
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