A booming copper price signals a strong economy, now largely driven by secular factors like the energy transition. To weed out the plain-vanilla cyclicals from the secular growth driven industry stocks, we make a case for Momentum ETF PRN over SPDR Industrial ETF XLI.
With Dell commissioned to construct a massive supercomputer for xAI in Memphis, this initiative is poised to benefit the entire ecosystem of suppliers in the region. Here is our top pick offering asymmetric return potential.
Bitcoin and the Nasdaq are sending conflicting messages about risk appetite and only one of them is telling the truth.
If the forthcoming Superintelligence can give a decisive military advantage, how likely is it they will let you use if for stuff other than making memes, sending cold emails and some basic programming?
What happened at the OPEC+ meeting and what bearish factors could pressure crude in H2'2024? Video session with Dimitri Zabelin, founder of Geopolitics Strategy research firm Pantheon Insights.