Who Will Emerge As Tesla’s Biggest Rival By 2025?
Tesla Inc TSLA may gain a potent rival in the next four years and it won’t be one of the trendy China-based companies like Nio Inc NIO or Xpeng Inc XPEV,as per UBS.
This Map Shows Beyond Meat’s Expanding Global Reach, Thanks To Its New Partnership with McDonald’s
JD.com Powers Through Q4, China Stocks Rebound
The Best Idea We Have Heard for Some Time…
Plastic pollution may be one of the biggest challenges facing the planet. It is a topic on which we have written since 2018 and care deeply about at both a professional and personal level.
Electric Vehicles Are Picking Up Speed
Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe
One question for investors is what happens next—will inflation and higher interest rates be a consequence? There is hope that economies will see a more sustainable and robust recovery this year.
Batteries: Harnessing the Power of the Energy Transition
The Green Metals Focus Could Be Here to Stay
Top Consumer Staples Stocks To Watch In March 2021
Putting Inflation Concerns in Perspective
In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.
Market Corrections Are Tears in The Rain, Week in Review
Asian equities were taken to the woodshed overnight. Yesterday’s US Treasury yield spike reminded me of the 2013 taper tantrum when Ben Bernanke said they were thinking of slowing quantitative easing.
International Stocks Post-Covid
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Seth Meyer, Brent Olson, and Nick Schommer from Janus Henderson Investors, discuss the benefits of collaboration in their stock and bond analysis.
The Investor’s Dilemma: Do Sustainable Funds Need A Digital Detox?
Tech companies are blamed for problems from increasing rates of depression in young people to the rise of extremism. Fund manager Katherine Davidson considers whether a digital detox should be on the cards.
A New Commodities Supercycle Could Be Powering Up After a Long Freeze
4 Top Industrial Stocks To Watch In February
Down to The Wire
It will come down to the wire today to determine if the S&P 500 has a winning week or a losing week. Over the last three trading sessions, the S&P 500 has declined 0.5%. Currently, the S&P 500 futures are up 19 points and are trading 0.5% above fair value.
A PM’s Take on Megatrend ETFs
Access to shared information has dramatically broadened the competitive landscape to include companies of all market caps and geographies. With this, the world has changed, and portfolios need to change with it.
5 Robotics Ideas from Q4 2020
Understanding durable industry trends and how they affect robotics and automation focused companies is our core competency.
Lone Star State Loses Power
ETF Battles: FXI vs. VWO
Why the Media’s Eco-Driven Attack on Tesla’s BTC Purchase Fails
Elon Musk triggered a new vector of attack on Bitcoin: that it’s just as climate-destroying as crude oil and gas.
Tesla Just Bought $1.5 Billion Worth of Bitcoin. Is Apple Next?
Air Mobility Startup Archer, Clinical Data Platform Sema4 to Go Public Via SPACs
Shares of Atlas Crest Investment Corp. (ACIC) are on the rise after the “blank check” company announced a definitive agreement for a business combination that would result in Archer (ACHR) becoming a publicly listed company.
Palantir (PLTR) Stock Surges On IBM Deal; Is It A Buy Now?
Silver—More Than Just a Precious Metal and Tiffany’s
Investors experienced a truly unprecedented market environment in 2020, and like many other asset classes, precious metals—including gold and silver—experienced significant volatility.