The Rally Everyone Loves Until It Blinks
Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh The Federal Reserve has finally pulled the trigger. Its first rate cut in nine months is now official, and investors are already moving on. After...
Why Gold Glitters When the Dollar Falters
A strange thing happened on the way to the government shutdown: investors got bullish on bitcoin and gold. While Washington bickers, markets are making moves — and the debasement trade is having a moment.
We’re now witnessing a market theme that’s less about short-term...
There is a meatless war brewing, and the leading protagonists are slugging it out in a bid to be crowned champion of the alternative meats industry. In one corner is Wall Street darling, Beyond Meat Inc. (NASDAQ:BYND), the certified vegan brand that has been serving up meat-like adaptations of...
On October 18, 2023 we published an update on three of the hottest IPOs for 2023. Chip design firm Arm Holdings (ARM), grocery delivery service Instacart (CART) and the classic sandal maker Birkenstock (BIRK) were the companies that mad a huge splash after a months-long IPO drought.
All three of...
Fundamentals Take the Stage
The market has finally decided who gets to sit at the adult table, and for once, it’s not the Fed or the White House. As we head into a packed earnings week, corporate performance is taking center stage. While Trump’s tariff theatrics and Powell drama continue...
