Author: Jessica Brown

The S&P 500 rose 1.6% Friday, trimming its February losses. Uncertainty remains around tariffs on Mexico and Canada. Trump spent most of last week cozying up to Russia. Rate sensitive sectors were the top performing last week and Technology struggled led by Nvidia. 10Y yields were down more than 20 bps in the US and Canada, resulting in a strong week for fixed income. Awful week for crypto until Trump pumped the market on Sunday. Precious metals and commodities struggled. Nvidia’s rough day has brought the US exceptionalism trade back to square one, the S&P 500 is now lagging behind…

Read More

Rocket Lab (Nasdaq: RKLB) is making waves in the space industry. The company is on a roll, launching rockets, signing contracts, and grabbing attention. Its stock has been climbing, too. So, what’s behind all the buzz? Let’s break it down. Rocket Lab: A Quick Intro Rocket Lab was founded in 2006 by Peter Beck. It’s become a big name in the small-satellite launch game. The Electron rocket, their star product, is a go-to for sending small payloads into orbit. Now, the company is working on the Neutron rocket. This new rocket will handle bigger jobs and help Rocket Lab compete…

Read More

The global flavor and fragrance industry is an essential, albeit often overlooked, sector powering a multitude of consumer goods industries. All of the new NA seltzer and beer flavors, all the flavor trends and tik tok recipes, ice cream and confections and even down to viral hits like the Pumpkin Spice latte – all are from a centralized flavor company! International Flavors & Fragrances (NYSE: IFF) stands as a juggernaut in this domain, producing flavors, fragrances, and specialty ingredients that are integral to food, beverages, personal care, and household products. Investors tracking IFF’s stock price and the broader flavor company…

Read More

Cerebras Systems, a leading innovator in artificial intelligence (AI) hardware, is turning heads with its groundbreaking technology and plans to go public. Founded in 2015 by Andrew Feldman and a team of tech pioneers, the company has carved out a unique niche in the AI industry. Its flagship product, the Wafer-Scale Engine (WSE), is the largest computer chip in the world, designed to revolutionize AI computations by offering unparalleled speed and efficiency. As the company prepares for its IPO, many investors are eager to understand what makes Cerebras unique and whether it could be a good addition to their portfolios.…

Read More

Have you ever thought about how your investments could do more than just make money? What if you could grow your wealth and help the planet, support fair treatment for workers, or promote ethical business practices? That’s where ESG investment strategies come in. ESG stands for Environmental, Social, and Governance, and it’s a way to invest in companies that care about the same things you do. But while ESG investing offers a way to align your money with your values, it’s not without its challenges. Some companies that claim to follow ESG principles have faced scandals, proving that not all…

Read More

Mobility as a Service (MaaS) represents a transformative shift in urban transportation, integrating various forms of transport services into a single accessible on-demand platform. This paradigm shift not only enhances user convenience but also presents significant investment opportunities, particularly in MaaS-focused companies.​ Market Overview and Growth Trends The MaaS market has experienced substantial growth, driven by urbanization, technological advancements, and changing consumer preferences towards shared mobility solutions. According to a report by Polaris Market Research, the global MaaS market size was valued at approximately $134.35 billion in 2023 and is projected to reach $1,909.39 billion by 2032, exhibiting a compound…

Read More

Elon Musk has done it again! The billionaire entrepreneur and Twitter (X) meme king recently made waves with a new concept: Doge Dividend Checks. The idea? Every American gets a $5,000 check courtesy of the newly proposed Department of Government Efficiency (DOGE). But is this just another Musk-fueled internet fever dream, did he really find that much inefficiency he can send every American $5,000, or is there some truth to the hype? Let’s break it down. What Are Doge Dividend Checks? Musk’s recent note about “Doge Dividend Checks” went viral after he suggested that the U.S. government could afford to…

Read More