When AI Gets a Wallet
Agentic commerce could change who controls discovery, payment and customer trust. The investment question is who owns the permission to act.
Insights / Weekly Newsletter
Weekly Newsletter
Our market letters, filed by the date they were sent. Start with the latest issue or browse the archive by year and topic.
115 published issues
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202611 issues
Three Market Themes Beyond AI
Consumer experiences, quality compounders and acquisition candidates offer different sources of return. The hard part is knowing what each depends on.
More IPOs, More Questions
A busy IPO calendar is a sign of market access. It says much less about whether the next newly listed share is worth its price.
The Space Economy Needs a Business Model
Launches and satellites create the infrastructure; recurring customers and durable margins determine the investment outcome.
The Airline Profit Equation
Fares, seat capacity and fuel costs can shift airline margins quickly. Passenger growth alone misses the operating leverage.
The IPO Supply Question
A large private valuation does not arrive in public indices all at once. Float, lockups and index rules govern the transition.
When Brokerages Become Platforms
Trading is only one revenue stream. Subscriptions, cash, lending and global reach are changing the economics of brokerage businesses.
The Hidden AI Trade Beyond Chips
For the last two years, the AI narrative has largely revolved around semiconductors. NVIDIA (NASDAQ: NVDA) became the face of the AI infrastructure boom. Hyperscalers poured hundreds of…
The Quiet Revolution on Wheels
Imagine an industry that barely exists today, but in 10 years could be worth more than Saudi Arabia's entire economy. That's robotaxis.
How markets will price biotech in 2026
The cleanest biotech opportunities are the ones with a date on the truth. Five companies whose 2026 milestones could force the market to update its view, and the framework for reading them.
2026: S&P 500 Has to “Prove It”
Analysts’ view for 2026 is basically this: The S&P 500 can go up around 12% this year, mainly because company profits (earnings) are expected to grow around 12% too.
20257 issues
The AI Trade Is Broadening: Stocks to Watch
The latest earnings season has triggered another major upgrade in expectations for AI capital expenditure. After multiple quarters of upward revisions, the AI hyperscalers — Amazon (AMZN)…
Key Takeaways from America’s New Auto-Tech Boom
Earnings have been coming in fast and heavy past few weeks from the biggest names in U.S. autos and industrial tech: Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX)…
Investing in America: 3 Promising Industries to Watch
Despite rising political tensions, unpredictable trade policies, and a divided economic outlook, U.S. markets continue to prove their strength. Resilience is not just a theme, it is showing up…
Why the eCommerce Growth Story Isn’t Over Yet
The global eCommerce industry has matured meaningfully over the past five years. Gone are the pandemic-era days of double-digit annual growth, but this isn’t the end of the story. In fact, as…
Creator Economy: Opportunities, Challenges, & the Future
The creator economy is at a turning point. Growth is accelerating, but so are the challenges. Beneath the surface of this booming industry, uncertainty is rising.
What Q4 Earnings Reveal About the Stock Market
As the Q4 earnings season nears completion, with 77% of the S&P 500 companies having reported their results, investors and analysts alike are piecing together a clearer picture of corporate…
How India’s IT Sector Is Evolving: Stocks You Can’t Miss!
As 2025 unfolds, the Indian IT services sector stands at a crossroads, brimming with both opportunities and uncertainties.
20249 issues
The Future of Jet Fuel: Taking Off Towards 2040
As the world emerges from the turbulence of the Covid-19 pandemic, the aviation sector, once grounded by travel restrictions, is regaining altitude.
A Growing Industry You Shouldn’t Ignore
In a world where industries rise and fall with the changing tides of innovation, being able to identify the next big opportunity can set you apart as a savvy investor.
Nvidia Q2 Earnings Analysis, Rate Cuts & Pilbara Minerals
Nvidia Corporation (NASDAQ:NVDA) has been a key player in the tech industry, especially with its significant impact on AI and data center markets. Following its latest earnings report…
Fed’s Next Moves & Domino’s Pizza Stock Analysis
The Federal Reserve's recent meeting in July marked a significant moment for US monetary policy.
The Next Big Growth Sector
A summer heat wave isn't the only reason for the expected rise in electricity demand. The growing influence of artificial intelligence and its substantial energy needs are increasing the…
Stock Analysis: Amazon & Nvidia?
Amazon.com Inc. (AMZN) kicked off its Prime Day event with a bang, reporting a nearly 12% increase in sales during the first seven hours compared to the same period last year, according to…
Investment Potential in Women's Plus-Size Apparel Niche
Torrid Holdings Inc. is a leading player in the women’s plus-size apparel and intimates market in North America. Established in 2019 and headquartered in California, the company designs…
Bright Green and the Plant-Based Drug Market
Meet Bright Green Corporation (NASDAQ: BGXX), a trailblazer in the world of plant-based drugs. This innovative company is at the forefront of research, production, distribution, and…
What Next for S&P 500 - 6300 or 4800?
Goldman Sachs increased its year-end target for the S&P 500 to 5,600 , citing better-than-expected earnings from mega-cap tech stocks and a slightly higher fair value P/E (price-to-earning)…