First to Market
The Disappearance of Fossil Fuels Might Be Further Away Than Some Had Thought
CHART OF THE DAY GOOD MORNING! Some readers might remember this: In the beginning of 2021, much of the world was still in lockdown as...
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Signal From Noise
Space Stocks, Pt. II: Shooting for the Moon – and Beyond
In 1959, authors Mae and Ira Freeman wrote a book geared toward young readers, "You Will Go to the Moon," suggesting that children at the...
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First to Market
Mining Giants Are Playing Nice For Copper
CHART OF THE DAY GOOD MORNING! Yesterday's announcement of U.K.’s Anglo American's merger with Canada’s Teck Resources (TECK -0.55% ) put a spotlight on mining companies in...
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First to Market
A Rising Nvidia Tide Lifts All Boats — Including Broadcom’s
CHART OF THE DAY GOOD MORNING! Enthusiasts of Italian supercars surely know how Lamborghini allegedly came to be. Apocryphally, Ferruccio Lamborghini, sports-car enthusiast and tractor-manufacturing...
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FSI Sector Allocation
FSI Sector Allocation - September 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP From a seasonality perspective, August during the first year of a...
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First to Market
Through the Looking Glass
CHART OF THE DAY GOOD MORNING! As with its U.S. counterpart, the European Central Bank releases minutes from its meetings, generally four weeks afterward. One...
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