We're Living In The Age Of Consequences

Tesla Earnings Preview: "Braced For A Miss" Tesla reports after the US market close on Wednesday and according to the UBS trading desk, there has been very little discussion around TSLA lately, with the stock drifting 14% lower for most of the year until last week, when it squeezed higher to trade just below $390.  The company has been the laggard among mega-cap peers despite still-lofty expectations. Consensus points to 1Q revenue of about $22.7 billion, with adjusted EPS around 38 cents and roughly 25 cents on a reported basis, even...

"Ballpark To Battlefield": Ondas' M&A Blitz Builds Drone And Ground Robotics Empire Our mid-June initiation, "How To Profit From the Asymmetric Warfare Boom," identified the leading public and private companies positioned across the drone and counter-drone space. Our first single-name coverage focused on Unusual Machines on July 23 (read here). The stock has since surged nearly 77% (read here), signaling that Wall Street is beginning to reprice these defense names as the Ukraine-Russia conflict and the Gulf-area conflict have forever changed how warfare is conducted on the modern battlefield. As our...

Climate Change: No. 1 Problem Of No Nation? Despite claims of new records for global high temperatures every few years now, the topic of climate change has still not reached the top of the agenda for many people. As Valentine Fouurreau reports, data from Statista Consumer Insights shows respondents in none of the 32 nations covered by the survey collectively rated climate change as the most important problem for their own country when asked to name the issues that were of the biggest significance to them. You will find more infographics at Statista Of the countries included...