Investing Ideas

Uranium: Following Suite of Commodities Growth

The price of raw uranium, known as yellowcake, has risen to its highest level since 2014, driven by a newly launched investment trust run by Canadian asset management company Sprott.

International

China’s Financial Regulator Ordered Ant Group’s Alipay to Uncover its Lending Business and Disclose Borrowers

Official Beijing plans to break up Ant Group’s Alipay and create a separate application for the fintech giant’s loans business.

U.S. Economy

More Covid Cases in the U.S. among Returning to Schools Children

According to the Washington Post and some other top media, as millions of American students return to classrooms, the U.S. is facing its most significant pediatric COVID-19 surge yet, with a record number of American children now having been tested positive for the virus every week, with nearly 252,000 children in the U.S. tested positive for COVID-19 only during the first week amid the back-to-school season.

International

Mercedes-Benz launches EQB, up-to-7-seat electric SUV to compete against Tesla Model Y

Mercedes-Benz is launching today the EQB, an electric SUV with up to seven seats, ahead of the IAA Mobility show in Germany.

Investing Ideas

Hydrogen fuel cell planes are showing promise

The global market-based measure adopted in October 2016 by the countries of the International Civil Aviation Organization will limit the net carbon emissions of international flights between participating countries for the years 2021-2035.

U.S. Economy

U.S. Inflation Running Twice Fed’s Own Target

The U.S. Office of Management and Budget on Friday revised its inflation outlook for Q4 2021 upward to 4.8%, more than twice the 2% level forecast in May, after the Commerce Department reported consumer prices in July grew more than 4% from a year ago.

Investing Ideas

Micron Low Market Valuation is not Justified Eyeing Protracted Computer Component Shortages

Chipmaker Micron’s stock could prove to be a strong catch-up trade as a recent WSJ article suggested “Western Digital in Advanced Talks to Merge With Kioxia in $20 Billion-Plus Deal”.

International

New Zealand Abruptly Locks Down after One Delta Positive Person Tested. Kiwi under Pressure

New Zealand has entered full lockdown mode after recording its first case of the delta variant.

U.S. Economy

Aluminum: Too Common and Apparent to Overlook!

An interesting investment idea is hidden in the periodic table under the lucky number 13.

Investing Ideas

Monster Energy is not Your Casual Can of Coke

Last week, Monster Energy (MNST) saw a +1,000% increase in search traffic from institutional advisors.

International

Being Fans of Electric Vehicles, Norwegians Still See Nothing Wrong about Oil

Norwegians own a record number of electric vehicles per capita in the world. But their passion for Tesla and Audi products does not prevent them from loving oil.

U.S. Economy

Whether Drop in U.S. Retail Sales in July Indicate Fed’s Tapering Would be Inappropriate?

U.S. retail sales fell in July by more than forecast, reflecting a steady shift in spending toward services and indicating consumers may be growing more price conscious as inflation picks up.

U.S. Economy

U.S. Homebuilders No Longer Sure What To Do Even As Lumber Prices Crashed

NAHB Homebuilder Confidence crashed from 80 to 75 in August. That is a 13-month low (July 2020).

Investing Ideas

MP Materials – a Rarely Apparent Answer to Commodity Shortage on U.S. Market

There’s a massive commodity shortage looming for metals critical to the U.S.’s national security.