Independent equity research, trades, and weekly market notes.
Jerome Powell's term as Fed chair concludes as Kevin Warsh awaits confirmation to assume the position. President Trump will meet President Xi in Beij…
Incoming Fed leadership change and the prospect of rate cuts are driving bullish sentiment, but rising inflation and record-low consumer sentiment cr…
Nvidia remains the dominant supplier of advanced semiconductor and AI technology. Year to date AMD has risen significantly while Nvidia's gains have …
Global defense spending reached $2.9 trillion and registered its 11th consecutive annual increase representing about 2.5% of global GDP. The United S…
The Federal Reserve held rates for a third consecutive meeting while Chair Powell said inflation remains elevated largely from energy costs. Market p…
Seasonal caution remains relevant as capital shifts from overextended growth and speculative names into dormant, cash-rich stocks. Fed policy path an…
Demand for necessities is rising as gasoline and inflation squeeze budgets, making consumer staples more defensive. With capital likely rotating from…
Geopolitical tensions are accelerating investment into renewables, creating a macro tailwind for solar. TAN supplies diversified exposure to leaders …
Apple leads North America mobile with a dominant market share and an entrenched device ecosystem that supports services. New silicon designed on a 2n…
Reddit surpassed Facebook and Amazon to become the second most visited website in the U.S. in early 2026. The company reported 62% revenue growth in …
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