Author
Latest reporting and analysis by Brigitte Kilback.
Prediction markets on Polymarket and Kalshi show low odds of the Supreme Court ruling in favor of former President Donald Trump's tariffs, with a decision expected soon. Over $2.6 million is wagered.
A bullish thesis on Sweetgreen Inc. was posted on r/wallstreetbets, highlighting its premium positioning, operational improvements, and automation strategy. The stock traded at $7.72 on January 13.
A bullish thesis on PagSeguro Digital Ltd. (PAGS) highlights its low valuation, strong cash position, and sensitivity to Brazilian interest rates, while noting competition risks.
Cambridge Mobile Telematics introduces DriveWell Fleet, enabling insurers to use driving data for commercial motor pricing and underwriting, with hardware options for fleets lacking devices.
L1 Capital's International Fund released its Q4 2025 investor letter, reporting a 9.8% annual return and highlighting Taiwan Semiconductor Manufacturing Company as a top holding.
China's crude oil imports hit record highs in 2025 and December, with significant stockpiling activity noted. New storage capacity is being added, supporting global oil prices.
Bitcoin miners are adjusting strategies post-halving, moving from speculative mining to infrastructure roles, with a growing emphasis on block space as a valuable resource, according to Abundant Mines CEO Beau Turner.
Vanguard completed its division into two separate investment management teams this week, a move announced six months ago. The split aims to clarify accountability and create leadership roles but raises questions about maintaining performance and low costs.
China's trade surplus reached nearly $1.2 trillion in 2025, a record high, as exports to other markets offset declines to the US. Exports rose 5.5% overall, with strong growth in sectors like autos and electronics.