The Biotech Winter Finally Thaws
The resurgence in both IPO activity and M&A transactions may mark the beginning of what I believe will be...
Latest from Brownstone Research
Kevin Warsh: Hawk
Clearly, rate expectations are changing. That means we’re in for an interesting second half of the year.
The ‘Peace Dividend’ Looks Real
The market isn't waiting for diplomats to finalize every detail.
What Summer Means for the Bull Market
Second-quarter reporting season begins in earnest in mid-July…
$165 Billion in the Arizona Desert
We’re seeing the leading edge of the reshoring wave… and it’s only beginning.
SpaceX and the IPO ‘Hangover’
Part of trading (and investing) successfully is looking for opportunities few see… not piling in with the masses.
It’s Not Fear, It’s Appetite
The new regime arrived in under 48 hours, loudly, and got bought just as fast.
SpaceX Has Liftoff
SpaceX’s IPO is not a warning sign. It is a signal that capital markets are wide open…
Why Anthropic is Winning
Anthropic’s success has been driven by two major initiatives...