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  May 9, 2024

  Another beneficiary of TikTok probation

  

  Last week, we discussed the Senate passing a bill that would ban TikTok in the U.S. if its parent company ByteDance does not sell it to an American firm within six months.

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  April 18, 2024

  This defense player is growing with the new arms race

  

  As global political instability and conflicts continue to escalate, countries around the world are responding by ramping up their defense spending.

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  April 11, 2024

  Beyond the squeeze

  

  In late 2020, GameStop's stock (GME) was trading at around $18 per share after a difficult year for the business. The global pandemic accelerated the shift to digital game sales and led to temporary store closures. This placed further pressure on GameStop's core model of physical retail.

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  April 4, 2024

  This exchange offers high-risk/high-reward exposure to the crypto market

  

  Bitcoin ETFs only began trading on major stock exchanges in January 2024, with the approval of the first United States spot Bitcoin ETFs by the Securities and Exchange Commission (“SEC”).

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  March 28, 2024

   This company plans to break Asia’s hegemony over the semiconductors

  

  While the semiconductor industry has seen a strong rally in chip designers like Nvidia (NVDA) and AMD (AMD), one of the most significant ongoing transformations has flown under the radar - Intel's (INTC) push to become a leading foundry player.

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  March 21, 2024

  A “new” player in the contract research ecosystem

  

  Contract research organizations (“CROs”) help biotech and pharma firms take drugs from testing to market efficiently. This is a strong, growing market with plenty of tailwinds.

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  March 7, 2024

  This drug developer is doing business like a portfolio manager

  

  The pharmaceutical industry is notorious for leaving investors with hopeful investments with pennies on the dollar.

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  February 29, 2024

  This company will be cementing the future of America’s infrastructure

  

  The Bipartisan Infrastructure Bill that passed in 2021 allocates a whopping $1.2 trillion in infrastructure projects. The bill is expected to fund a wide range of projects, including roads, bridges, buildings, and other types of infrastructure. All these projects have one need in common, concrete…

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  February 22, 2024

  This company will help build the digital backbone of America

  

  The Bipartisan Infrastructure Bill passed in 2021, allocates a whopping $1.2 trillion in infrastructure projects.

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  February 15, 2024

  A defensive play beyond big tobacco

  

  The markets have become more optimistic about the economy and inflation in the last months of 2023.

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  February 8, 2024

  This company is going to flourish when others struggle

  

  Rising interest rates pose significant challenges for many companies by driving up their borrowing costs. Very few firms benefit from higher rates, with the main exceptions being those that earn higher yields on cash and investment holdings. For the vast majority of businesses, elevated rates restrict access to affordable capital and hamper growth opportunities.

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  January 25, 2024

  This company is going to win no matter what happens in the pharma race

  

  The markets have become more optimistic about the economy and inflation in recent months.

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  January 18, 2024

  This company can be the resilient investment you are looking for in volatile times

  

  While the Federal Reserve is signaling that it will likely cut interest rates in 2024, the economic outlook remains uncertain. Many experts are questioning whether the Fed will be able to achieve a soft landing - slowing growth just enough to bring inflation down without causing a recession.

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  January 4, 2024

  This company is at the forefront of America’s energy resurgence

  

  The sanctions on Russian energy exports have accelerated the need for alternatives to fill global supply gaps. While long-term transition risks remain, the current market dynamics are driving a revival of U.S. energy development.

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  December 28, 2023

  This company still has not recovered from the pandemic, and inflation makes it worse

  

  We have been dealing with inflation for quite some time. There are different views on why this happened, but it seems the quantitative easing actions, the Russian invasion of Ukraine, and the scarcity of demanded goods all had impacts.

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  December 21, 2023

  This company will be sleeping through the recession

  

  With many economists forecasting an increased likelihood of a recession in the coming year, investors are understandably growing more risk-averse.

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  December 14, 2023

  When real estate is knocked down, this company will have ground to stand on

  

  Real estate is facing significant headwinds in the current macroeconomic environment.

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  December 7, 2023

  This company is building America’s fiber backbone

  

  The $1.2 trillion Bipartisan Infrastructure Law passed in 2021 keeps fueling the supply chain supercycle and infrastructure investing.

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  November 16, 2023

  Capitalizing on America’s water infrastructure evolution

  

  The passage of the $1.2 trillion Bipartisan Infrastructure Law in November 2021 marked an important moment for water infrastructure in the United States.

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  November 2, 2023

  Illuminating growth amidst supply chain supercycle

  

  As we discussed last week, the U.S. is planning significant investments to bolster domestic infrastructure and strengthen supply chain resilience over the coming years.

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