Impact investing stopped being merely a hobby in 2018 when it hit $30 billion. Now it’s a megatrend with a global pandemic increasing the momentum further. It’s no longer about politics or morality. It’s about making money—plain and simple. And it’s disrupted Wall Street to the point that BlackRock is now...
Never before has the risk-reward thesis for critical minerals been more tantalizing.  Rare earth metals have been one of the best hiding places for investors amid a steep market sell-off prompted by fears of global recession, a raging Russian war in Ukraine, a complex regime of sanctions and sky-high energy...
The Return of the Commodities Supercycle Welcome to the second full week of 2026, and if you thought the markets were going to ease into the new year with a gentle stretch and a yawn, you were sorely mistaken. We are seeing a mix of old-school geopolitical tension and new-age...
Last year, the Securities and Exchange Commission (SEC) officially cleared blockchain startup Blockstack to hold the first regulated security token offering (STO) under Reg A+ crowdfunding rules. This essentially means that Blockstack received regulatory approval to raise funds by selling Bitcoin-like, digital assets to the public. Just a day later,...
Welcome back to The Market Pulse, your weekly dose of financial wisdom and wit. Today, we're turning our attention to the AI chip arena, where a fascinating drama is unfolding. Nvidia, the current champion, is basking in the limelight, fueled by the insatiable demand from tech titans like Microsoft and...
Forget the high-flying tech darlings that often steal the spotlight. This week, we're shining a light on the heroes of the AI revolution – the companies that might seem dull but are actually powering the future. We're talking data centers, construction firms, and even utility companies – those steady, reliable...
Since the dawn of civilization, humans have used the science of biotechnology extensively in the food industry, especially in fermentation techniques for brewing and cheese-making. But what began as recipes for food production has evolved into technologies to enhance everything from farming to pharmaceuticals, with modern biotechnology largely dealing...
Globalization, the megatrend spawned by the physical connectivity of every corner of the world and solidified by digital connectivity, has once again come into sharp focus thanks to recent events such as Brexit, trade wars and the Trump administration’s effort to disrupt global supply chains controlled by China.  Yet, globalization...
Every once in a while, word gets out about a looming shortage of a certain--usually niche--commodity. Natural resource companies, both large and small, then quickly “pivot” to said commodity, and the next thing you know a surge of investment interest and, frequently, commodity bubbles quickly follow. It’s a script that...
Big Tech’s AI Gamble: Is Wall Street Ready to Wait? Welcome to this week’s edition of The Market Pulse, where we dive deep into the critical crossroads of AI innovation, tech earnings, and Wall Street's ticking clock. This week, the Magnificent 7—led by Microsoft, Tesla, Meta, and Apple—report quarterly results,...