Stay ahead of the markets with insights from our strategists and portfolio managers.

Market Insights

Filter
Intel is Capitalizing on AI Opportunity in a Number of Ways, but Cash Burn Remains an Issue
Sep 05, 2023
Intel (INTC) has been, as it’s now trending to quote, “a sick man” of AI adoption.
World Grains Poised for Continuous Rally as Traders Began Realizing the Damage of Black Sea Grain Deal’s Nonextension
Jul 21, 2023
Wheat prices rose for a third straight day on Thursday after the infamous Black Sea Grain Deal collapsed, and ship...
As Wheat Futures Show Vigor for a Continuous Rebound, WEAT, Teucrium Wheat ETF, Becomes a Must-Have Entry for Private Portfolios
Jul 06, 2023
U.S. wheat futures rose on Wednesday as a series of external factors (see below), along with freshly reported slowd...
Invesco DB Agriculture Fund (DBA) as More Suitable Compound Tool to Keep Exposure to Food Price Growth
Jun 28, 2023
One factor offering comfort to stay long agricultural commodities is that in general, food inflation remains high,...
Livestock: CME Live Cattle to Continue Ascent due to Tight Supplies and Lower Weights
Jan 17, 2023
According to UBS CEO Ralph Hamers speaking to journalists in Davos during the current Economic forum, the era of hi...
Golden Wheat Field Benefits From Geopolitical Uncertainty And Fertilizer Scarcity
Nov 18, 2022
Although wheat prices continue to be sensationalized by the media, global stock/use ratios suggest there might be o...
Micron Technology Directly Benefits from Biden’s CHIPS Act, but Subpar Business Growth Limits Upside Potential
Oct 05, 2022
Micron Technology (MU) has agreed to invest as much as $100 billion to build a semiconductor-manufacturing campus i...
Nasdaq is Still Bearish. But Not as Bearish as Many Think
Sep 08, 2022
Dow 30, S&P 500, and Nasdaq 100 have started showing a divergence since the beginning of 2022.
SOXX: U.S. Microchip Makers To Benefit More From The CHIPS Act
Sep 02, 2022
In the meantime the WSTS (World Semiconductor Trade Statistics) predicts strong demand globally with the market exp...
World Markets Fret Again by Bad Inflation Data Worldwide as Jackson Hole Summit Approaching
Aug 23, 2022
U.S. equities indices posted their worst single-day plunge in two months on renewed concerns, spurred by the recent...