Posted inResearch Reports

Equity Quickie: Taiwan Semiconductor

Here’s a high-level summary of Taiwan Semiconductor Manufacturing Company (NYSE:TSM), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access…
Posted inMarket Commentary

Retrospective: Week of 6/9-6/13

Macro Events & News Markets opened the week on solid footing, buoyed by encouraging headlines from U.S.–China trade talks in London. While the details were vague—and at times contradictory—President Trump…
Posted inMarket Commentary

The Week Ahead: Week of 6/9-6/13

Markets ended last week on a stronger note despite midweek drama from the Trump–Musk feud, which temporarily dragged down Tesla (NASDAQ:TSLA) and applied pressure across tech. With both parties going…
Posted inMarket Commentary

Retrospective: Week of 3/10-3/14

Macro Events & News The market endured another challenging week as the trade war continued to escalate. China responded with retaliatory tariffs on approximately $22 billion worth of U.S. goods,…
Posted inMarket Commentary

The Week Ahead: Week of 3/10-3/14

The market has struggled to sustain any meaningful bounce, experiencing some of the sharpest sell-offs in recent weeks. This has largely been driven by the announcement of widespread tariffs impacting…
Posted inMarket Commentary

Retrospective: Week of 3/3-3/7

Macro Events & News Another challenging week for the market as trade tensions and employment data continued to weigh on sentiment. Inflation concerns remain elevated, with the Trump administration enacting…
Posted inMarket Commentary

The Week Ahead: Week of 3/3-3/7

The market’s weakness last week was surprising, given that NVIDIA’s earnings reinforced the strength of the AI narrative and Personal Consumption Expenditures (PCE) data aligned with expectations, easing immediate inflation…