The Post-COVID Rebound Will Benefit Commodities – But Beware A Taper Tantrum
The US bond market sell-off has continued and with it the increased potential for an inflation scare. Still, there is…
Inflation About to Run Hot, Will Government’s Panic?
Inflation expectations remain the key variable to monitor. The US 5-year 5-year forward inflation expectations rate and the 10-year breakeven…
Ready Player One: The Definitive Roblox IPO Guide
Roblox, the maker of the most popular online world since Fortnight is finally going public. Should investors jump into the…
The Cyclical Rebound Hinges on the Success of COVID Vaccines
Covid cases continue to decline on a global basis as vaccine rollouts continue. The 7-day average daily new case count…
Danimer Scientific: The Bioplastic 15X Home Run
As the world attempts to transition away from single-use plastics, Danimer is one of the few company's offering an alternative. …
Bull Market Correction or Nasty Unwind – Bond Investors Will Decide
The view here remains to continue to favour the back-to-normal cyclical trade on the view that the vaccine rollout story…
Is Verano the New Must Own Cannabis Stock
On December 15th, 2020, Verano Holdings, LLC announced it will be going public. But rather than completing an initial public…
The Bond Market vs Yield Curve Control: Who Blinks First
The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…
How to Find the Next Wallstreetbets “YOLO” Stock
https://youtu.be/Yy3IZhqOhco?t=1850 At this point, many investors have heard of the Reddit channel Wallstreetbets (WSB). But if you haven’t, here’s what…
Aphria Offers Big Upside if the Tilray Deal Closes
WHAT IS MERGER ARBITRAGE? Simply put, merger arbitrage is when two companies plan to merge, and the stock price of…