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March Madness: Final Four Investing Bracket 2025

Dear Mr. Market

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Who will be this years champion? Lets break it down ( click here to see the full bracket).

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MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing

The Big Picture

He explains how he learned market-neutral sector-specific investing at Millenial and Citadel. he generates idiosyncratic investments in the pharmaceutical and biotech space. Favorite Books The post MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing appeared first on The Big Picture.

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Monday links: asset allocation magic

Abnormal Returns

morningstar.com) Companies Google ($GOOGL) is investing $2 billion in AI player Anthropic. axios.com) Pharmaceutical companies are getting out to the consumer product business. Strategy There's nothing magic about asset allocation. obliviousinvestor.com) Do stocks really become less risky over the long run?

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BEA: Real GDP increased at 3.3% Annualized Rate in Q4

Calculated Risk

The increase in real GDP reflected increases in consumer spending, exports, state and local government spending, nonresidential fixed investment, federal government spending, private inventory investment, and residential fixed investment (table 2). The increase in inventory investment was led by wholesale trade industries.

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How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

A beginner’s guide on how to invest your first Rs 1000 in Stock Market (Updated): Learning how to invest your first Rs 1,000 in the stock market is a significant step towards starting your financial journey and future investments. You can start investing with as little amount as Rs 1,000. It’s a no-brainer way.

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10 Weekend Reads

The Big Picture

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Investment Lessons from 400 Years of “Confusion of Confusions” Three Hundred and Thirty-Five years ago, in 1688, Joseph de la Vega wrote, “Confusion de Confusiones”, considered to be worlds first book on stock trading.

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Emcure Pharmaceuticals IPO 2024 – GMP, Financials And More

Trade Brains

Emcure Pharmaceuticals Company is coming up with its IPO fresh issue of Rs. In this article, we will look at Emcure Pharmaceuticals IPO 2024 and analyze its strengths and weaknesses. In this article, we will look at Emcure Pharmaceuticals IPO 2024 and analyze its strengths and weaknesses. 800 crore and offer for sale worth Rs.