Latest Insights
Trading Desk: The Bear Went Too Far
Many of our positions have been rebounding so robustly that some investors scared by last year’s bear market are having uncomfortable flashbacks. “Is this a
Trading Desk: No Fed Shock Coming
There’s no Fed dread out there. In fact, there’s less than there was a month ago, when bond yields started climbing. Anything you hear otherwise
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GreenTech: Net Zero Logistics
A few years ago, Amazon announced their plans to become carbon neutral by 2040. As part of this plan, the company has been building differently when it comes to their distribution centers. New centers like their same-day facility in Sacramento, California, which was conceived with
Trading Desk: Don’t Miss The Baby Bull
Can the bull market continue? Is this a head fake? Or have investors who spent the summer so far on the sidelines missed out on the rebound and the rally? I think these questions are good. Fear at this stage is fuel. The more people
Trading Desk: Why Extreme Risk Aversion Is Lethal
This was a pivotal week for every investor. Interest rates went up to a 22-year high. Inflation dipped to a 2-year low, but remained above 4%. And the S&P 500, NASDAQ and Dow industrials all gained ground. Why are stocks going up when the world
GreenTech: The Circular Economy
The World Circular Economy Forum (WCEF) is a global event attended by thousands of forward-looking business leaders, policy makers, and experts in an effort to further the circular economy. Together, they workshop, attend sessions, and enjoy presentations around sustainable business models and resource efficiency. If
IPO Corner: The LIDAR Revolution
Sweden… lush greenery, sprawling meadows, towering old trees, and sparkling lakes. Truly, nature’s bounty is evident here. Only… lately, something is not quite right. Scientists say the little insects that help paint this serene picture are disappearing, and it seems to be happening faster lately.
Trading Desk: The Consumer Is In Control
Through all the shocks and transformations of recent years, the consumer still drives 68% of the U.S. economy . . . and if you’re nervous about the depth of the “earnings recession” playing out right now, consider using the consumer as your shield. Here’s how