🌍 Tech Stumbles, Global EV Shift Accelerates, Private Deals Open 👉
In under 5 minutes, let us introduce you to investing opportunities found in recent market analysis. Grow your portfolio with knowledge.
Edition #138
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
🧭 Year-End Jitters Hit Tech
U.S. markets stumbled in the final full trading week of 2025 as technology and AI names dragged on indexes, pushing the Nasdaq and S&P 500 lower while value and cyclical sectors held up better. Investors grew more cautious about the durability of AI spending after mixed signals from major tech bellwethers and a clear rotation toward defensive and financial stocks. Sentiment improved after a cooler-than-expected consumer price index report helped drive a late-week rebound. The CPI report showed inflation continuing to moderate, though investors remained cautious about the pace of further improvement.
The calendar quiets quickly from here, with most major data already in hand, but thin holiday trading can still magnify late-breaking headlines. With limited earnings, potential Fed commentary, and fading liquidity, the market may look calm, but year-end sessions have a habit of delivering surprises.
PRESENTED BY BRAZIL POTASH
Brazil Potash (NYSE-A: GRO) is advancing a fully permitted potash project near Brazil’s main farming region, aiming to supply local demand in a market shaped by food security and supply risk. See how the Autazes Project is positioned.
Hot Topics
Investing Data Story
Major copper and gold M&A deals from 2016 to 2025 highlight rising demand, strategic consolidation, and key opportunities for retail investors.
M&A Heats Up in Copper and Gold: The Race for Junior Assets
Private Equity’s Retail Push: What It Means for Sharp Investors
The push to open up private equity and credit to regular investors isn’t just about making things fair. For experienced retail investors, it signals a shift in how money moves and where new opportunities might be hiding.
As big institutions slow down their investments in traditional private equity funds, new types of products are popping up. These include semi-liquid and “evergreen” funds that offer more flexibility, smaller minimums, and some ability to cash out without waiting years. Some allocators are dialing back exposure after public markets bounced back, while others, like Apollo Global, are doubling down on alternatives such as private credit. Retail-friendly products are stepping in to fill the gap.
Exit activity is picking up again. By Q3 2025, private equity exit value had increased by about 40% year-over-year, showing renewed momentum after a slower 2024.
Still, many fund managers are using tools like continuation funds and secondaries to keep deals going and avoid selling at lower prices. For retail investors who know what to look for, this could be a rare chance to get into quality private deals that used to be off-limits.
Just remember, these funds aren’t as liquid as stocks. You might not be able to get your money out right away, especially in tough markets. That’s not a flaw, it’s the trade-off for potentially higher returns. Make sure you read the fine print and know what you’re getting into.
In the past, more retail access to private markets usually came from better products and growing demand, not from insiders trying to dump risk. Today’s shift looks a lot more like smart product design meeting investor appetite. If you’re hunting for long-term upside and don’t mind locking up capital, it’s worth taking a closer look.
EV Growth Moves Beyond Rich Markets
A recent report from energy think tank Ember argues that global EV adoption, historically driven by Europe and especially China, is now expanding more rapidly into emerging markets as falling vehicle and battery costs make EVs viable beyond high-income regions.
This cost-led expansion lifts global EV volumes while intensifying price competition, increasing pressure on North American automakers that depend on higher margins and policy support. More importantly for investors, it reinforces the long-term case for globally exposed parts of the EV value chain, including batteries, critical minerals, power grids, and charging infrastructure, where demand growth is driven by worldwide adoption and where smaller, less-followed companies may benefit earlier than headline EV brands.
The race to 100% EV sales is well underway
China still has by far the largest share of global EV sales, close to two-thirds of total volume in 2025, but the fastest increases in EV sales share are now occurring across a widening group of emerging markets.
Much of this emerging-market EV expansion is being captured by Chinese manufacturers, whose scale advantage is reinforced by state subsidies and export-driven overcapacity. That dynamic introduces rising geopolitical and trade risks, including tariffs, localization mandates, and supply chain fragmentation, which could complicate the outlook for globally exposed automakers even as upstream EV suppliers continue to benefit from rising volumes.
Earnings Performance
Birkenstock Holding PLC (NYSE: BIRK)
Birkenstock delivered fiscal 2025 revenue growth above guidance with 18% constant-currency expansion and Adjusted EBITDA margin at the top of its range, underscoring strong brand demand and operating leverage despite currency and tariff headwinds. Growth was broad-based across regions, with APAC and B2B channels leading, while closed-toe products continued to lift mix and pricing.
Balance sheet leverage improved, supported by earnings and share repurchases. Management’s fiscal 2026 outlook points to sustained double-digit growth, moderated margins, and ongoing capacity investment amid external cost pressures.
Other Earnings Updates
Micron (MU): Forecasts Blowout Profit as AI Demand Soars
Worthington Enterprises (WOR): Q2 Earnings, Announces Acquisition
Lennar (LEN): Q4 Earnings Show Decline but Volume Grows
Abivax (ABVX): Q3 2025 Financial Results and Trial Updates
Investing Data Story
Discover six Dividend King stocks with nearly 70 years of rising payouts. Compare yields, payout ratios, and dividend growth for steady income potential.
6 Dividend Kings With 69+ Years of Increases
Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
The World’s Richest Families 2025
According to Bloomberg’s 2025 ranking, the world’s ten wealthiest families have built their fortunes across diverse sectors. The Walton empire stems from retail giant Walmart, while the Mars family prospered through confectionery and pet care.
Vast state-linked industrial and energy wealth underpins the fortunes of the Al Nahyan, Al Saud, and Al Thani royal families. In contrast, industrial conglomerates drive the fortunes of the Koch and Ambani clans.
The Hermès and Wertheimer families owe their wealth to the luxury fashion houses Hermès and Chanel, respectively, and the Thomson family fortune originated in media and financial data services.
