Key sticking points in U.S.-Iran negotiations, such as control over the Strait of Hormuz, could derail a potential peace deal.
The polarizing nature and past scandals of newly nominated Republican candidates like Ken Paxton could create vulnerabilities in general elections.
The spread of the Bundibujo strain of Ebola, which has no vaccine or targeted treatment, poses a significant public health risk.
Opportunities Identified
Projected shortages of high-bandwidth memory (HBM) through 2027 grant significant pricing power to leading manufacturers like Micron, SK Hynix, and Samsung.
Anticipation of high-valuation IPOs from companies like OpenAI, SpaceX, and Anthropic is fueling positive sentiment and momentum in equity markets.
Over $20 billion in tariff refunds being issued by U.S. Customs represents a significant capital return for affected importers.