Equity Research

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This article explores President Donald Trump's 25% tariffs on steel and aluminum imports triggered significant disruptions in global markets that have prompted retaliatory measures from key trading partners. As tensions escalate and economic uncertainty grows, the world watches closely for the next chapter.

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This article explores the origins of the policy, its short- and long-term implications, and the lesser discussed controversies surrounding this historic decision for the United States. It examines the proposed structure of the reserve and the broader economic impacts while addressing key criticisms, from concerns over volatility to allegations of favoritism.

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As President Trump begins his second term in office, the prospect of revitalizing America’s infrastructure to drive domestic prosperity has gained a renewed attention. During his first term, political headwinds limited progress significantly, putting a stint in any tangible plans or actions to bolster infrastructure and continue our global dominance.

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The soaring cost of starter homes isn’t just a financial hurdle. It’s a generational crisis with far-reaching economic and social consequences. This article will explore how the aftermath of 2008 set the stage for today’s housing affordability crisis, the impact on future generations, and what it means for industries and society as a whole. 

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The airline industry has undergone significant changes in recent years, shaped by a combination of evolving consumer demands, technological advancements, and global challenges. This article explores the current state of the airline industry, examining key events and challenges.

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This article explores modern global conflicts, the evolution of defense contracting, the inefficiencies that have developed over the past few decades, and the growing opportunity for disruptors like Anduril Industries.  

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In this analysis, we will be discussing the importance of eggs to the American consumer, the pivot towards ethical egg farming, and most importantly, who stands to gain from all of this. 

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This analysis explores the introduction of China’s DeepSeek AI model and the development that singlehandedly one-shot the industry when it delivered a more cost-effective, powerful, and efficient AI solution for free in open-source format. 

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This analysis discusses the "Trump Trade", the upcoming policies set to emerge, and the economical impacts on the market over the next four years.

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This analysis explores AI’s impact on power consumption, identifies opportunities within the electricity value chain, and examines the pivotal role of nuclear energy, as well as government support in meeting this demand.

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This analysis explores On Cloud's market penetration and the stemming impacts of the pandemic that left consumers participating in running, hiking and training more than traditional sports, resulting in an uncaptured market opportunity.