US-Japan Trade Deal: 15% Tariff & $550B Investment Shake Market
Key Takeaways A new US-Japan trade deal establishes a 15% reciprocal tariff and a pledge of $550 billion in Japanese investment into the US economy. The 15% tariff is a...
Market Playbook
181 results found
US Mulls Capital Gains Tax Cut on Home Sales: Potential...
Key Takeaways A policy proposal to eliminate capital gains tax on US home sales is a significant topic of discussion in 2025, aimed at stimulating the housing market. Current tax...
Unlocking Value in Iron Ore: An Investment Thesis for $LIF...
Labrador Iron Ore Royalty Corporation offers investors a unique exposure to iron ore prices without the operational headaches, thanks to its stake and royalties from the Iron Ore Company of...
Centessa Pharmaceuticals ($CNTA) Investment Thesis: A Compelling Buy for Neuroscience...
Centessa Pharmaceuticals, a clinical-stage biopharmaceutical company, offers an intriguing investment prospect with its focus on the untapped orexin system and diversified pipeline. Despite its pre-revenue status and associated risks, advancements...
Volcon $VLCN Raises $500M for Bitcoin Treasury Strategy, Faces Volatility...
Key Takeaways Volcon, an electric vehicle firm, has pivoted its financial strategy by raising over $500 million to establish Bitcoin as its primary treasury reserve asset. The move, funded by...
OpenAI Targets D.C. Office for AI Policy Influence; Revenue Run-Rate...
Key Takeaways Strategic Positioning: OpenAI’s first Washington, D.C. office is a strategic move to influence AI policy and engage with legislators, not just an operational expansion. Financial Context: While OpenAI’s...
Super Micro $SMCI Surges 82% Revenue Growth, Rides AI Wave...
Key Takeaways Super Micro Computer is experiencing substantial growth, with fiscal 2024 revenue nearing $14.9 billion (a 110% increase) and fiscal 2025 forecasts projecting between $21.8 billion and $22.6 billion....
Treasury Secretary’s Call for Fed Review Spurs Market Vigilance
The call for a comprehensive review of the Federal Reserve by Treasury Secretary Scott Bessent, as noted in passing on social media platforms like X through accounts such as unusual_whales,...
$HROW Investment Thesis: A Compelling Opportunity in the Ophthalmic Pharmaceuticals...
Harrow, Inc. presents a compelling opportunity in ophthalmic pharmaceuticals, boasting a vertically integrated business model that captures value across the entire product lifecycle. With a focus on branded and compounded...
$YOU Investment Thesis: Clear Skies Ahead for Clear Secure? A...
Clear Secure, Inc. (NYSE: YOU) stands as a promising investment prospect in the rapidly expanding identity verification arena. With its leading position in U.S. aviation security and strategic expansion into...
