Signal From Noise
Do the Olympics Help Corporate Sponsors Reach the Podium?
The Games of the XXXIII Olympiad are approaching, with opening ceremonies scheduled for July 26, 2024. Paris will become only the second city to host...
Signal From Noise
Beyond Nvidia: Recent Developments in the Semiconductor Industry
This month we provide an update to our previous _Signal From Noise_ focused on the semiconductor industry, published in November 2022. The U.S. and Chinese...
Signal From Noise
Rising Above Storm Clouds – Investments Related to Natural-Disaster Response and Recovery
The U.S. Memorial Day holiday marks the all-but-official beginning of summer. For most Americans, summer means beach vacations, barbecues, and baseball – fun in the...
Signal From Noise
It’s Electric!: Investing in U.S. Power in an Age of AI and EVs
After the Federal Energy Regulatory Commission (FERC) finalized a 1,363-page transmission rule to accelerate the green-energy buildout last week, developers of renewable energy are more...
