Equities
Robotaxi reality check: Tesla’s big swing meets a crowded road
Ruben Dalfovo
Investment Strategist
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Our team of experts
John J. Hardy
Global Head of Macro Strategy John J. Hardy, CFA, has been with Saxo since 2002, most of that time as Head of FX Strategy. A native of Houston, Texas, and graduate of the University of Texas at Austin, John focuses chiefly on the thematic narratives that are driving financial markets on timeframes from day-to-day to a few months ahead, even as he is aware of the grand sweep of market history from recent decades to past millennia. John has appeared in the major financial television and print media and is sought out for his often pointed and out of consensus views on how currency, interest rate and other markets will shape up, particularly when the market narrative is getting ahead of itself or is at risk of a surprise.
Jacob Falkencrone
Jacob Hvidberg Falkencrone is passionate about creating engaging and educational content that empowers investors to make informed financial decisions. With expertise in portfolio construction, investment strategies, macroeconomics, and market dynamics, Jacob specialises in transforming complex financial concepts into clear, actionable insights tailored to investors at all levels. As an advocate for democratising investments, he is dedicated to inspiring confidence and enabling smarter investing through impactful communication.
Ole Hansen
Ole Hansen joined Saxo in 2008 and has been Head of Commodity Strategy since 2010. Ole focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiments and technical developments.
Charu Chanana
Charu Chanana is the Chief Investment Strategist at Saxo, based in Singapore. Formerly the Head of FX Strategy, she crafts actionable strategies across asset classes and global markets, leveraging her expertise in analysing macroeconomic fundamentals and monetary policy dynamics. Chanana is a sought-after voice and frequently contributes to top media outlets like Bloomberg, Reuters, and CNBC.
Koen Hoorelbeke
Koen Hoorelbeke joined Saxo as an Investment and Options Strategist, offering extensive expertise in investment strategies with a specialization in options trading. He delivers in-depth research and analysis on a wide range of topics, including advanced investment approaches, options strategies, market volatility, and broader financial market dynamics. Koen’s insights are designed to empower clients with a comprehensive understanding of market complexities, helping them make informed and strategic investment decisions.
Ruben Dalfovo
Ruben Dalfovo is passionate about long-term equity compounding and practical investor education. With a focus on quality stock selection, portfolio construction, and market dynamics, Ruben likes to transform complex financial concepts into clear, actionable insights tailored to investors at all levels. Influenced by Buffett and Munger, he targets quality businesses with durable moats, disciplined capital allocation, and high returns on invested capital. As an advocate for broader access to markets, he is dedicated to inspiring confidence and enabling smarter, long-term investing through transparent, data-driven communication.
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Stay informed with the most recent news and commentary from the SaxoStrats, our team of expert analysts.
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Options
Nike: using earnings volatility to set a cheaper entry level
Koen Hoorelbeke
Investment and Options Strategist
Nike’s earnings often trigger big reactions, but that doesn’t mean investors have to rush in or sit ... -
Macro
Market Quick Take - 16 December 2025
Saxo Strategy Team
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Macro
The Saxo Weekly Market Compass - 15 December 2025
Koen Hoorelbeke
Investment and Options Strategist
Markets welcomed a Federal Reserve rate cut mid-week, but optimism faded as artificial intelligence ... -
Podcast
Signs of funds closing down for the year, but possibly pivotal week ahead.
Saxo Market Call
Key US data up tomorrow, BoE Thursday and BoJ Friday. -
Macro
Market Quick Take - 15 December 2025
Saxo Strategy Team
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Macro
Key Stories from the past week:
Saxo
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Commodities
Commodities weekly: The great divergence – metals surge while energy slumps
Ole Hansen
Head of Commodity Strategy
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Podcast
Rebalancing away from AI continues, USTs still a concern
Saxo Market Call
US treasury market could be a coiled spring that markets aren't ready for. -
Equities
When AI turns into hardware, margins matter: Broadcom’s latest quarter
Ruben Dalfovo
Investment Strategist
Market analysis
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