Opinion – RIVN: all the risk, none of the reward.
By Sambhav Bansal, Alonso Munoz Rivian has been on an absolute tear this year! If you’re even remotely interested in EV’s, you’re bound to have heard about Rivian Automotive Inc. The company is backed by Amazon and auto giants such as Ford. In recent years, it had one of the most valuable IPOs of 2021 […]
Let the Earnings Begin!
By Kelvin Lee J.P. Morgan and Morgan Stanley kicked off second quarter earnings season last week. With an inverted yield curve, CPI at 9.1% and talks of a 100bps rate hike later this month, it’s hardly a market friendly environment. Here’s what we’re looking for: This is a market focused on margins. Oil, raw materials […]
