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Grid Bottlenecks Are Wasting Green Watts Everywhere – Even China
CHART OF THE DAY GOOD MORNING! A lot has been written about battery technology as it relates to the surging demand for power and the...
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First to Market
Regarding the Lakers, Nvidia, and Private Credit
CHART OF THE DAY GOOD MORNING! Last week's $12.5 billion sale of the iconic Los Angeles Lakers (pending NBA approval) was certainly big news for...
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A $13 Burrito Just Doesn’t Hit The Same Anymore
CHART OF THE DAY GOOD MORNING! Shares of sit-down restaurants are outperforming those of fast casual, a sign that younger consumers are increasingly strapped for...
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China's Latest Tech IPO Has (Literal) Kung-Fu Legs
CHART OF THE DAY GOOD MORNING! We were graced with SpaceX’s IPO this year, which was, of course, the biggest IPO in the world. SK...
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Trump's Polysilicon's Tariff: Follow the Silicon, Not the Sun
CHART OF THE DAY GOOD MORNING! Last week, President Trump signed an executive order specifically targeting polysilicon and "polysilicon derivatives" (which is a fancy way...
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DoorDash Wants Your Burritos to Take Flight
CHART OF THE DAY GOOD MORNING! The "last mile" has long been the biggest challenge facing the shipping and logistics industry. For DoorDash DASH 1.71% , a...
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Does This Weak Jobs Report Matter?
CHART OF THE DAY GOOD MORNING! There was something for both the hawks and the doves in the latest jobs report. The U.S. economy lost...
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Heavy Metal Meets Paper Fraud (Again)?
CHART OF THE DAY GOOD MORNING! An emerging commodities scandal emanating from Singapore could have interesting global implications across multiple industries and sectors. Since its...
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Are More Mortgages the Answer to Housing Affordability?
CHART OF THE DAY GOOD MORNING! On Monday, JPMorgan Chase announced plans for a 40% increase in mortgage lending, extending loans to 500,000 home buyers...
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Alphabet Tops Apple’s Market Value in Validation of AI Trade Revival
CHART OF THE DAY GOOD MORNING! Google-parent Alphabet has passed Apple as the second most valuable company in the world, a confirmation signal that the...
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