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2026 Publications
Geopolitical tensions and technological disruption
Global markets continue to navigate a complex environment shaped by geopolitical tensions and rapid technological innovation. While uncertainty remains elevated, investor attention is increasingly focused on disruptive technologies and long-term growth opportunities.
Middle East Tensions: Impact on Financial Markets
Rising tensions in the Middle East have increased uncertainty across global financial markets, driving higher oil prices, renewed inflation concerns and greater market volatility as investors closely monitor geopolitical developments.
AI After the Rally: A Reset in Expectations
Following the strong AI rally of 2025, markets have entered a phase of greater selectivity and valuation normalization, with investors increasingly focused on sustainable growth and long-term execution.
2025 Publications
Strategic December Tax Perspective
As year-end approaches, investors are increasingly focused on tax efficiency and portfolio optimization. Modern investment structures, including Numa’s Irish Section 110 SPV initiative, are designed to simplify reporting, enhance transparency and improve after-tax results for global investors.
Market Correction: Resilience and Adaptation
Global markets have entered a correction phase driven by rising rates, profit-taking and tech sector volatility. In this environment, Numa’s adaptive strategies remain focused on resilience, risk management and evolving market conditions.
Nvidia: Strategic Alliances with Intel and OpenAI
Nvidia strengthened its AI leadership with a $5 billion Intel partnership to co-develop chips and a $100 billion commitment to OpenAI, lifting Nvidia and Intel shares while pressuring AMD. Markets turned optimistic, though gains remain expectation-driven and potentially volatile.
Nyx Blockchain
This multi-asset strategy combines crypto tokens and blockchain equities with AI-driven allocation, transforming volatility into opportunity while delivering dynamic exposure, hedging and institutional-grade access to digital assets.
Strategic Rebranding
Two rebranded strategies: Hephaestus, targeting semiconductor leaders with AI-driven precision, and Kratos Market Momentum, rotating across indices with adaptive strength. Both draw on Greek mythology to reflect innovation, resilience and disciplined execution in volatile markets.
2025 Recovery
U.S. equities rebounded to record highs by July, fueled by easing trade tensions, lower inflation, strong tech earnings and optimism around Fed rate cuts.
Eris Prime
A next-generation AI engine built to decode volatility, Eris Prime transforms chaotic markets into predictive, adaptive trading intelligence.
Nyx Tech
Exploring a data-driven approach to capturing short-term moves in semiconductor and tech stocks amid market volatility.
Lessons from 1930 for 2025: Is History Repeating Itself?
A look at how 2025 tariff policies mirror the 1930 Smoot-Hawley Act's global impact.
Correction on Wall Street: Key Factors Behind Market Volatility
Market volatility continues in 2025, with tech stocks and consumer cyclical sectors seeing significant declines. Recession fears, trade policies, and inflation concerns are contributing to the uncertainty.
Reshoring in the U.S.: Impact of Trump's tariff policy on tech companies
Trump's tariff policies are reshaping the landscape for U.S. tech companies, with Apple, Tesla, Intel, Nvidia, and Broadcom facing varying challenges and opportunities due to new tariffs and reshoring initiatives.
Exceeding Expectations: Our Strategies Compared to their Benchmarks in 2024
Numa's Machine Learning ETF strategies—Decima, Moirai, and Lachesis—outperformed benchmarks in 2024, with Decima leading the way by dynamically adjusting investment levels to capitalize on market upswings.
2024 Publications
2025 Outlook: Challenges and Opportunities for Financial Markets
Emerging sectors such as AI, infrastructure, and healthcare present key opportunities. S&P 500 projected to increase by 10%, while fixed income remains attractive amidst declining rates and controlled inflation.
Impact of Trump’s reelection on the economy and markets
Markets rally after Trump’s re-election, but long-term risks loom from tariffs, fiscal policy, and immigration reforms.
What impact could the election have on the stock market?
The upcoming U.S. presidential election between Kamala Harris and Donald Trump, alongside congressional elections, could significantly shape market dynamics, particularly with contrasting tax proposals and policy directions.
The Fed Takes a Turn: First Rate Cut in 4 Years
The Federal Reserve cuts rates by 50 bps, easing borrowing costs and boosting market sentiment. Equities and bonds may benefit from improved liquidity and investor optimism.
Market Downturn: The Yen Carry Trade Effect
The recent market decline is primarily attributed to the forced liquidation of Japanese Yen Carry Trades. Despite this, 78% of S&P 500 stocks remain strong, indicating that the pullback is likely temporary rather than the start of a broad market crisis.
Mitigating Losses in a Volatile Market: NDT in July 2024
NDT's strategy of selling put options on high-growth tech stocks showed resilience in July 2024, outperforming the Magnificent-7 benchmark by 2.70% amid market volatility.
The Federal Reserve's stress test
Despite heightened credit risk, the 2024 Fed stress test confirms U.S. banks retain sufficient capital buffers to navigate severe downturns.
Technical issue causes volatility in the New York Stock Exchange
Technical disruptions at the NYSE and other global exchanges led to halts in trading, affecting companies like Berkshire Hathaway and Barrick Gold. Investor protections remain strong despite the volatility.
Should We Be Concerned About the Market Drop in April 2024?
Exploring the market's performance and outlook after the S&P 500's dip in April 2024, and why this might present a valuable investment opportunity.
Diversification and ETFs: The Formula for Stability
Tesla's decline highlights the importance of diversification; ETFs like QQQ offer a balanced approach, helping to mitigate risks in volatile markets.
Market Volatility: The Impact of Fed Decisions
Fed meetings create significant market volatility due to their influence on interest rates, driving sharp movements in financial markets, as seen in the S&P 500 dynamics during 2023.
2023 Publications
What to expect from the Fed's last meeting of the year?
A look ahead to the Federal Reserve's final meeting of 2024, where most analysts expect interest rates to remain unchanged. This decision will influence the economy and market dynamics.
August-October 2023: ML ETF Strategies in Action
In a market marked by three consecutive months of declines, Numa's ML Lachesis and Moirai strategies showed resilience, significantly outperforming their benchmark with much smaller negative returns.
U.S. Government Shutdown
A government shutdown could temporarily disrupt federal services and induce market volatility, with minimal long-term economic impact, according to JP Morgan studies.
The Israel-Hamas war: impact on the financial sector
The Israel-Hamas conflict triggered a surge in oil prices and safe-haven assets, though experts, including Treasury Secretary Janet Yellen, expect the geopolitical impact on global markets to be short-lived.
September 2023: ML ETF Strategies in Action
Despite market volatility, Numa's ML ETF strategies, Lachesis and Moirai, achieved strong performance, mitigating losses and surpassing benchmarks.
Investment Strategies from a Mythological Perspective
Drawing from the Moirai of Greek mythology, Numa’s Machine Learning ETF strategies balance risk and foresight to guide investments along the path of financial destiny.
Tensions between the U.S. and China: the chip war
The ongoing U.S.-China semiconductor conflict is reshaping global supply chains and impacting tech stocks.
The Cash Advantage: Capitalizing on Interest Rates
Leveraging machine learning and algorithmic strategies to maximize returns in a high-interest environment.
Machine Learning Lachesis Strategy
Insight into ML-based investment frameworks and the Lachesis model. Leveraging Neural Networks, Lachesis delivers consistent portfolio performance by predicting trends and adjusting exposure.
What is expected regarding the US debt ceiling?
A look into the policy expectations and economic risks surrounding the U.S. debt ceiling debate.
Are T-Bills investment as good as it sounds?
Exploring the benefits of T-Bills in a high-inflation environment and the increased yield opportunities in a rising interest rate context.
How is China’s reopening affecting markets?
Analysis of global market trends following China's economic reopening.
What happened in the last Federal Reserve (FED) meeting?
Summary of March 2023 Fed meeting and its market implications.
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