INVESTMENT RESEARCH AND QUALITATIVE ANALYSIS WITH A JOURNALISTIC APPROACH

The world’s largest search engine. Google, is facing a bipartisan regulatory effort to break it up. But chaos in markets is almost certainly mispricing how the company will evolve. The opportunities will be google-scale.

Prolonged fighting over energy policy has actually created opportunities in the energy market. We drilled into America’s trade surplus in natural gas and found a vulnerable energy company: British Petroleum. Indeed, BPs future may be a bellwether for the entire sector.

Tariffs are getting tough to handle. But a closer look reveals that the White House’s complex tariff plans are nothing knowable reciprocal trade agreements. There will be unlikely winners, like a Spanish utility called Iberdrola.

Pollsters are struggling with new respondent factors for gender, lineage, and political affinity. There will be opportunities for investors.

2024 was supposed to be a barn-burner for major cyclones. But activity -- and damage -- has been relatively light. Meaning reinsurance companies like Swiss Re should prosper.

Government data indicates that artificial intelligence has yet to harness efficiencies economy-wide. And if the history of disruptive digital technologies is any indication, that is not likely to change any time soon.

It took an exhausting trip to Nepal to realize that corruption has become as critical to the global supply chain as capital and labor. How companies manage graft will absolutely affect the sourcing of the minerals needed for the batteries for electric vehicles.

Last month Amazon opened its global supply chain to anyone with $39.99 a month. It will offer unprecedented low-cost access to complex logistics, like containers. Air freight giants will face headwinds.

While U.S. regulators have cracked down in dozens of crypto startups this past year, European regulators have passed reasonable regulations. Euro-crypto firms will flourish.