Author: Kunal Arora
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My Issue With the Tech Sector
This is a purely opinion-based take on the state of the market. I’d love to hear your thoughts in the comments! I have a problem with Big Tech. Since the start of 2025, we’ve seen an exponential surge in AI-focused capital expenditures as companies race to capitalize on the biggest technological shift since the dot-com…
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The Earth-Refinery Mispricing No One is Talking About
Something has been quietly unfolding in the rare-earth minerals space that deserves far more attention than it’s getting. More than the mines themselves, I’m more interested in the processing facilities between the mine and the manufacturer. Last year, China significantly cut its exports of rare-earth minerals and the separation technology used to process them. They…
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Boot Barn Holdings (NYSE: BOOT) Equity Report
Boot Barn Holdings (NYSE: BOOT) stands out in a fragmented retail market with its extensive national presence and recession-resistant customer base. The company is strategically expanding its store count and enhancing profitability through exclusive brands and a personalized shopping experience via technology. The stock presents an attractive investment opportunity with significant growth potential.
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Private Credit and the Impact of AI on Funds
The private credit sector has reached a crossroads. For over a decade, this asset class was one of the main success stories coming out of the 2008 financial crisis. As traditional banks retreated under stricter regulations, private lenders stepped in to fill the gap, offering mid-sized companies the flexibility they couldn’t find elsewhere. This shift…
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Constellation Energy Corp. (Nasdaq: CEG) Equity Report
Amid the Iran conflict raging in the Middle East, the energy sector and markets at large have been hit hard. This got me thinking. Prices are lower right now, but the volatility makes me hesitant to invest. This means I’d rather be looking at companies right now that are both removed from the spotlight on…
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Why Young Adults Should Consider Roth IRAs Early
Roth IRA accounts are tax-advantaged retirement savings options, allowing for tax-free growth and withdrawals. Unlike Traditional IRAs, contributions are made with after-tax dollars, making them ideal for those anticipating higher tax brackets in retirement. Starting early maximizes compounded growth, making Roth IRAs appealing for young investors.
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Introducing My Research Page
I am excited to announce the launch of my dedicated Research page, where I will be publishing institutional-quality equity research reports covering publicly traded companies across a range of sectors. Each report will include in-depth fundamental analysis alongside clear buy, hold, or sell ratings, giving readers the kind of rigorous, actionable insights typically reserved for…
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My Thoughts on the Latest Economic Reports
The latest CPI report indicates a surprising drop in inflation to 2.7%, while GDP growth soared to 4.3%. Despite these positive numbers, consumer confidence has plummeted, suggesting a discrepancy in the economy’s health. The Fed faces a dilemma: rate cuts may be warranted, but could risk reigniting inflation amid strong spending and rising unemployment.
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The Rise of Prediction Markets
Prediction markets have massivley grown in popularity recently. There are many major platforms that have arisen and who’ve secured multi‑hundred‑million to billion‑dollar fundraises as interest has surged. So, I wanted to do a quick dive into these markets and how they work. What are Prediction Markets? Prediction markets let traders buy and sell contracts that…
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The Fixed Income Market
When people talk about investing, attention is normally given to the stock market. But, the bond market, also called the fixed income market, is just as important. Two of the most common types are government bonds and corporate bonds, and understanding them helps beginners see the balance between safety and risk. Government and Corporate Bonds…
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