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Thematic Snapshot – Ultra-Low Cost Carriers

Thematic Snapshot – Ultra-Low Cost Carriers In the last three weeks, we’ve had two new airline IPOs enter the market – Sun Country (SNCY) and Frontier (ULCC) -- and both fall into a unique category called ultra-low cost carriers. Ultra-low cost carriers were born out...

Thematic Snapshot: Tax Prep Services

The annual tax filing deadline is fast approaching – albeit one month later than usual – and 2021 promises to be another big year for DIY tax prep services given changes to the tax code, pandemic-related addendums, and impact of stimulus checks. DIY Tax preparation is...

Uranium Market Poised for Growth as Prices Improve

Global Uranium ETF (URA) saw a buyer yesterday of 3500 October $20/$30 call spreads for $1.60 to open, notable volume for the ETF that has been in a strong trend since December. URA has exposure to both uranium miners and production of nuclear components including...

Thematic Snapshot – Mental Health

Earlier this week, we noted a report that online therapy app Talkspace was in talks to go public at a $1.4B valuation with SPAC Hudson Executive. The deal is interesting because it highlights the growing market surrounding mental health a big subset of a theme we dug...

The Evolution of the Gig-Economy and Stocks to Benefit

A gig economy is a free market system in which temporary positions are common and organizations hire independent workers for short-term commitments.  It is derived from the term gig which is slang for a job that lasts a temporary amount of time and historically was...

Thematic Snapshot – Africa

Africa is one of the most intriguing investment themes for the next decade as the continent sits on the precipice of significant growth supported by economic development, a growing middle class and infrastructure investments. For many years, the main source of foreign...