An Arms Race is Underway
Russia’s invasion of the Ukraine has changed the tenor of International politics. The transgression marks the biggest military conflict on…
Stock Market
Russian Invasion: Impact on Semiconductors
This week, markets woke to news that Russia invaded its neighbor Ukraine. Tensions mounted for weeks. Most believed Russia would…
Smart Money Buying Rivian
Investors have been chasing the “smart money” for years. The term is loosely defined and can be a little insulting…
A Busy Week of Fed Speak Lies Ahead
Investors continue to deal with headline disruptions. Geopolitical tensions weigh on sentiment. Perhaps the bigger concern lies around monetary policy…
Is it time to enter the Metaverse?
Meta Platforms (FB), the artist formerly known as Facebook, posted a disappointing round of earnings. Investors fled for the hills…
Auto Driving Upside Potential in NXPI
As we started 2022, investors aggressively shed exposure to the tech industry. Concerns over high valuations in a raising rate…
Fed Recap – What happened to the markets?
Markets were having their best day of 2022. Then Jerome Powell happened. What did the Fed Chair say that had…
A Cheap Tech Income Play?
Markets have been on a wild ride in 2022. Tech has been burned as investors move out of growth names….
An ETF to Ride Out the Equity Rotation
It has been a volatile start to 2022. The pivot by the Federal Reserve from an easing to tightening policy…