Desk Notes: Rocket Lab, Let Them Cook
Posted inCoverage Notes

Desk Notes: Rocket Lab, Let Them Cook

Rocket Lab (NASDAQ:RKLB) presents an intriguing investment opportunity in the rapidly evolving space economy, offering significant upside for investors willing to watch the story develop. The company has grown into…
Retrospective: Week of 9/15-9/19
Posted inMarket Commentary

Retrospective: Week of 9/15-9/19

Macro Events & News The Federal Reserve lowered short-term interest rates by 25 basis points, citing recent weakness in the labor market as a key factor behind the move. Fed…
Retrospective: Week of 9/8-9/12
Posted inMarket Commentary

Retrospective: Week of 9/8-9/12

Macro Events & News Markets traded higher this week ahead of the Federal Reserve’s September 16–17 policy meeting, where investors expect more clarity on the path of interest rates. Technology…
Retrospective: Week of 9/1-9/5
Posted inMarket Commentary

Retrospective: Week of 9/1-9/5

Macro Events & News Equities traded with little conviction for most of the holiday-shortened week. Big tech saw a strong rally after Google and parent company Alphabet (NASDAQ:GOOG) secured a…
Retrospective: Week of 8/25-8/29
Posted inMarket Commentary

Retrospective: Week of 8/25-8/29

Macro Events & News The week began with unexpected political drama as President Trump announced the firing of Fed Governor Lisa Cook over allegations of mortgage fraud. Markets largely ignored…
Retrospective: Week of 8/18-8/22
Posted inMarket Commentary

Retrospective: Week of 8/18-8/22

Macro Events & News The week began with a selloff led by technology names, as sentiment remained cautious in the face of rising inflation, ongoing tariff uncertainty, and doubts about…