by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Tariffs Shake Metals Markets On August 1, the U.S. imposed 50% tariffs on semi-finished copper imports from 69 countries. As a leading copper producer with a strong U.S. presence, Freeport‑McMoRan (NYSE: FCX) faces rising domestic production costs and...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
U.S. Unleashes Trade Shock On August 1, 2025, President Trump issued a sweeping executive order imposing new tariffs of 10% to 41% on imports from 69 countries, including major partners like Canada (35%), Brazil (50%), India (25%), Taiwan (20%), and Switzerland (39%)....
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Navigating Transatlantic Trade Noise Despite escalating U.S. trade tariffs across many sectors, the July 27 U.S.–EU trade framework includes a zero-tariff exemption for aircraft and parts, shielding the aviation sector. Lufthansa Group, deeply dependent on...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
A Trade Deal Lifeline for Aerospace The newly struck U.S.–EU trade framework, announced July 27 in Scotland, imposes a 15% general tariff on EU goods but importantly excludes aerospace products, including aircraft, components, and engines. This exemption provides...
by Nikhil Kumar | Aug 2, 2025 | Investment Analysis
Policy Shift Targets Auto Sector Emissions The European Commission has unveiled a new set of stringent emission standards—informally dubbed “Euro 8”—accelerating the regulatory clampdown on CO₂ emissions for automakers. The policy mandates a 40% reduction in...
by Alexandre Deballe | Jul 30, 2025 | Investment Analysis
Company Overview — Root, Inc. (ROOT) Ticker: ROOT Exchange: NASDAQ Sector: Fintech / Insurtech Founded: 2015; IPO in 2020 Headquarters: Columbus, OH, USA Core Business: Technology-first auto insurance provider What Sets ROOT Apart:Root, Inc. was founded to...
by Alexandre Deballe | Jul 29, 2025 | Investment Analysis
Introduction In a world where government IT projects are often bloated, over-budget, and endlessly customized, cBrain is flipping the script. Headquartered in Denmark, cBrain offers a clean, elegant solution: F2, a standardized digital platform designed specifically...
by Vishesha Dungarwal | Jul 28, 2025 | Investment Analysis
Company Overview & Business Model Bitcoin Depot Inc. (NASDAQ: BTM) is the largest Bitcoin ATM provider in North America, operating over 8,400 active kiosks across the United States, Canada, and Australia as of mid‑2025. Founded in 2016 and based in Atlanta,...
by Alexandre Deballe | Jul 28, 2025 | Investment Analysis
Introduction – Why Mako Mining Is Turning Heads Mako Mining (MKO) isn’t your average gold microcap. What sets it apart is backing from Wexford Capital, the highly respected investment firm best known for building Diamondback Energy (FANG) into a shale powerhouse....
by Nikhil Kumar | Jul 26, 2025 | Investment Analysis
Trade Uncertainty Shakes European Heavyweights 1. Introduction As the August 1 U.S.–EU tariff deadline approaches, markets are marred by policy ambiguity. A proposed 15% baseline tariff on EU exports, and up to 30–50% on autos, steel, and aluminum, threatens major...
