Consumer spending, Inflation, Mexican election, Mexican equities, Mexican economy, Government shutdowns, Congress shutdown, IPO market, 2008 financial crisis.
Global trade, Imports by country, U.S. Mexico relations, Mexico jumps China in trade, Trade war, U.S. China relationship, Mexican equities, Mexican Peso
IPO market, New stock issuance, Instacart IPO, Arm Holdings IPO, Dry IPO market, Valuation collapse, Private equity, Inflation, CPI ticks up
Interest rates, Interest payments, Federal debt, Government spending, Interest rate hikes, ESG investing versus profitable investing, Gen Z investors, Politicians age, Insider trading in Washington, power and politics, 2024 election and the stock market, Trump and Biden's spending habits, Bank of Canada decision, Mortgage rates in Canada, OPEC+, Oil market, Energy sector, Oil stocks, Tight oil market, SPR release, inventory draws in energy.
This weeks issue: Chinese economy, Chinese real estate, Chinese debt, Evergrande group, Chinese government versus financial markets, BRICS expands, China versus the US, BRICS oil dominance, China global investment, G7 versus BRICS, Mortgage rates, Home prices, Interest rates, Disney's issues, Disney lawsuit, Disney profit margins, Sell side analysts, Nvidia stock, Stock prices, Valuations.
IPO market, Arm Holdings, British technology, SoftBank, WeWork, Vision Fund, AI stocks, Nvidia, Computer chips, Zero emissions
Coinbase, Coinbase stock, Cryptocurrency, SEC, Crypto vs. regulators, British economy, Fintech industry, U.S. dominance, Fintech fund, Largest economy's in world over time
This weeks issue: Car payments, Consumer budgets, Credit card debt, Government debt, Consumer debt, interest rates, China exports and imports, Chinese economy, China and Russia, WeWork, Risk factors, Cash burning, Unprofitable, Recovery when stocks drop, Investor bias, Emotional investors, Uranium, Energy investing, Nuclear power as the future, Nuclear reactors, ESPN and PENN Entertainment, Disney and ESPN 2023, Dave Portnoy reclaims Barstool.
Asset managers, ESG investing, Green investing, Blackrock, Fidelity, Home prices in the UK, British economy, China vs. the USA, New cold war,
Copper production, Copper stocks, Copper demand, Copper reserves, Southern copper, Freeport-McMoran, Magnificent 7, Technology stocks, Market consolidation,