Newsletter
Alexa, Why Is the White House Yelling at Amazon Again?
Tensions between corporate America and the White House are flaring once again—and this time, Amazon is in the crosshairs. The tech giant is pushing back against accusations from the Trump administration after reports surfaced claiming the company would …
John Paulson’s Treasure Map: X Marks $5,000 Gold
Billionaire investor John Paulson, famed for betting against the U.S. housing market before the 2008 crash, is once again making waves—this time in gold. Speaking confidently during a recent interview, Paulson forecasted that bullion prices could soar to near …
Big Pharma’s New Pill to Swallow: Trade Wars
Pfizer CEO Albert Bourla isn’t mincing words. As the Biden-to-Trump transition heats up on trade, he’s making it clear: pharmaceutical tariffs are the wrong medicine for America’s future. On a recent earnings call, Bourla confronted the rising anxiety over a …
Sen Josh Hawley’s PELOSI Act: Congress Juggles the Hot Potato of Stock Bans
In the grand theater of American politics, where egos clash and wallets occasionally bulge, Senator Josh Hawley (R-MO) has once again tossed a Molotov cocktail into the Capitol’s genteel corridors. The Preventing Elected Leaders from Owning Securities and …
O Canada, O Gains: Stephen Takacsy’s Great White North Picks for 2025
Canadian investors are stepping into 2025 with cautious optimism, but under the surface, geopolitical tremors are shaking the foundation of global markets. Stephen Takacsy, the president, CEO, and chief investment officer of Lester Asset Management, isn’t …
Private Equity Firms Are Betting Big on Europe's Military Surge
Once scorned and avoided, Europe's defense sector is now the hottest ticket in private equity. Private equity giants are no longer shying away from defense assets; instead, they are racing toward them with checkbooks wide open. As geopolitical tensions …
Brian Madden’s Market GPS: Crops, Clinics, and Cockpits
When market turbulence strikes, few voices carry the steady authority of Brian Madden, Chief Investment Officer at First Avenue Investment Counsel. As North American equities stumble through a volatile spring, Madden offers a sharp, experience-forged …
From Spin to Win: Peloton’s Back, Spotify’s Up Next
Peloton is pedaling back into investors’ good graces. After years of turbulence, Truist analysts have upgraded Peloton (PTON) shares to a Buy rating, igniting fresh optimism about the company’s prospects. The timing couldn't be more critical, with Peloton’s …
Strike While the Mines are Hot: Alkane and Mandalay’s Big Bet on a Game-Changing Merger
In a move that is sending ripples across the mining world, Alkane Resources Limited (ASX: ALK) and Mandalay Resources Corporation (TSX: MND, OTCQB: MNDJF) have announced a definitive agreement to merge in a "merger of equals" transaction. The agreement, …
Why Is Ashley Zumwalt-Forbes the Name to Watch in Critical Minerals?
In the high-stakes world of critical minerals—where geopolitics, defense, and green energy collide—Ashley Zumwalt-Forbes is a name you can’t ignore. With a razor-sharp mind, a knack for connecting the dots between policy, capital, and projects, and a LinkedIn …