Critical raw materials are becoming increasingly prominent on the global stage. Their role in transformative policies such as the U.S. Inflation Reduction Act (IRA) and the European Union's Critical Raw Materials Act (CRMA) underscores their significance. Critical raw materials are defined as resources with high economic importance but subject to important supply risks. The cla ...

This week’s Fiery Flash doesn’t focus on the past stock market performance of a single stock but instead examines the performance of a group of stocks categorized as quantum computing stocks. Pure-play quantum computing companies, such as IonQ, Rigetti Computing, D-Wave Quantum, and Quantum Computing, have been on fire over the past week, and even more so since the start of thi ...

I would like to take a moment to introduce myself. My name is Matisse Cappon, and I'm excited to start working at Econopolis, a company whose vision and approach resonate with my perspective on financial markets. As someone passionate about active investment strategies, I've always sought environments where analytical depth and innovation are at the forefront. This passion guid ...

On Wednesday, the FOMC delivered what we expected, as outlined in last week’s #MacroFriday: a rate cut accompanied by hawkish commentary. However, most attention shifted away from the rate cut to the Fed’s updated economic projections. The expectation for real GDP growth was slightly raised to 2.1% in 2025, reflecting confidence in the resilience of the US economy and labor mar ...

The disinflationary trend has stalled above the Federal Reserve’s target, reducing the likelihood of rate cuts in 2025. Year-over-year core inflation in the US has hovered around 3.3% since May, indicating little progress in the fight against inflation during this period. While month-over-month changes in core inflation dipped below 0.2% in early summer, they rebounded to over ...

Shares of the Swedish company Husqvarna plunged 6% last Tuesday following the release of its third-quarter results. Year-to-date, the stock has declined approximately 26%, and from its Covid-era peak in 2021, the stock has lost two-thirds of its value. Husqvarna is one of the oldest companies in the world, with a history spanning nearly 330 years. The company is named after the ...

On Tuesday, December 10th, Ortelius attended the Nocturne co-hosted by Sirris and the Agoria Energy Technology Club, which focused on "Market Opportunities in the Nordics for the Energy Transition." The event provided a deep dive into energy transition opportunities in the Nordics and the Baltic Sea, specifically examining the emerging potential for supplying critical metals an ...

In my January 2024 blog post, I highlighted the IPO market's turbulent journey through 2023, marked by a sharp slowdown and cautious optimism for a 2024 revival. Now, as the year draws to a close, we stand at a pivotal moment to reflect on how the market unfolded - its unexpected twists, standout listings, and the companies that made their public debut. More importantly, it’s t ...

Market failure means the market fails to maximize societal welfare due to the inefficient allocation of goods and services. This can result from insufficient or a complete lack of information. Many argue that climate change is one of the most significant representations of market failure, driven by the misalignment of market incentives with societal and environmental costs. But ...

Marvell Technology's stock has shown remarkable momentum in 2024. Particularly over the past week, the company has demonstrated significant progress, making it a noteworthy player in our Fiery Flash segment. Since the beginning of the year, Marvell's stock price has surged by an impressive 88%, with an additional 26% increase just last week. Before exploring the catalysts behin ...