Economy News
Markets, macro and movers — curated.
Stocks That Rise When Oil Falls: The Inverse Correlation Framework
Exploring which stocks historically rise when oil prices fall, and why geopolitical events like ceasefires can trigger this dynamic.
The GLP-1 War: Eli Lilly vs. Novo Nordisk and the Future of Weight Loss Drugs
An analysis of the GLP-1 drug market, comparing Eli Lilly's and Novo Nordisk's competing products, pricing strategies, and future pipelines.
Marvell Technologies: A Semiconductor Powerhouse Rising on the AI Wave
How Marvell Technologies transformed into a high-growth semiconductor leader by capitalizing on AI demand and strategic partnerships.
The Tripolar World: Why Emerging Markets Are Poised to Outpace the United States
A look at why emerging markets are outperforming the US as global power shifts toward a tripolar structure across Europe, Asia, and the Americas.
The Coming Wave: SpaceX's Historic IPO and the AI-Driven Public Offering Boom
An analysis of SpaceX's potentially record-shattering $75 billion IPO and how it, alongside OpenAI and other AI-era companies, could reshape public markets.
Bitcoin's Expanding Global Footprint: Iran, Morgan Stanley, and the Battle for Stablecoin Yield
Bitcoin adoption accelerates as Iran demands crypto tolls on shipping lanes, Morgan Stanley launches a low-fee ETF, and stablecoin policy debates heat up.
Will Satoshi Nakamoto Ever Sell? The Case of the Trading Creator
Exploring whether Satoshi Nakamoto would ever sell the legendary Bitcoin stash, based on clues about the creator's active trading habits.
The New Space Race: Investment Opportunities in the Emerging Space Economy
An analysis of investment opportunities in the booming space economy, from SpaceX's anticipated IPO to emerging players like AST Space Mobile and Rocket Lab.
A Week of Geopolitical Swings, Chip Rallies, and AI Infrastructure Deals
A recap of a volatile market week shaped by Iran-US diplomacy, plunging oil prices, surging chip stocks, and major AI deals.
The Strait of Hormuz Crisis and the Hidden Investment Opportunities in a Disrupted Market
How a prolonged Strait of Hormuz disruption threatens global supply chains far beyond oil, and where savvy investors are finding opportunity.
The AI Infrastructure Boom: Real Growth or Collective Delusion?
An analysis of the AI infrastructure investment boom, examining whether massive data center deals signal sustainable growth or an overheated market.
Anthropic's Aggressive AI Expansion and the Growing Cybersecurity Concerns
Anthropic is expanding its AI infrastructure through custom chips and data center deals while regulators warn of emerging cyber risks.
The AI Infrastructure Boom: Where the Real Money Is Being Spent
A look at the massive AI infrastructure buildout, from optical networking to data centers, and why the spending wave goes far beyond chips.
Applied Digital's Earnings Signal a Pivotal Shift in AI Infrastructure
Applied Digital's latest earnings reveal a company transforming from Bitcoin mining to AI infrastructure, posting strong revenue growth.
Is SpaceX Worth $2 Trillion? Weighing Hype vs. Reality
An analysis of SpaceX's ambitious $2 trillion IPO valuation, its aggressive market tactics, and whether the hype matches economic reality.
Planting Season: Finding Value in Market Volatility
How to position portfolios during market volatility by treating pullbacks as planting season for future growth.
Three Semiconductor Stocks Riding the AI Hardware Wave: AEHR, SanDisk, and Intel
An analysis of three semiconductor stocks — AEHR, SanDisk, and Intel — capitalizing on the AI hardware boom and domestic chip manufacturing.
Why Stock Markets Bottom Early in Wartime Conflicts
Historical data shows stock markets tend to bottom within the first 10% of a war's duration, suggesting conflict-driven dips are buying opportunities.
Why Volatile Markets Are a Trader's Paradise
How short-term traders can capitalize on market volatility even when long-term holders face stagnation and uncertainty.
CPI Data, Oil Prices, and the Outlook for Fixed Income
An analysis of recent CPI data, the role of oil prices in driving inflation, and strategic positioning within fixed income markets.