INVESTMENT RESEARCH AND QUALITATIVE ANALYSIS WITH A JOURNALISTIC APPROACH

Welcome to the tenth episode of the Brookside Research Podcast! In this episode, we explore the energy market, electrical demand, and the role of nuclear energy.

Welcome to our ninth Brookside Research Podcast! In this episode, we discuss sustainability, new green steel processes, and the need for renewable energy.

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.

In this episode, large language models are probably degrading answers to drive engagement; we are seeing fresh value in both eBay and CVS Health. Guess who wins during hurricane season? Insurance companies.

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.

This week, it’s the power of the past in finding value in the present, AI’s surprising fast devaluation and just dangerous it is become to mine for critical minerals.

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.