Jan 30, 2025

I recently came across some interesting insights from Seawolf Capital co-founders, Porter Collins and Vincent Daniel, who believe that President Donald Trump and the dollar will be key factors driving profitable trades in 2025. They discussed their focus on emerging markets like Brazil and Chinese stocks, highlighting opportunities for growth and high dividend yields in overlooked areas. Despite the hype around AI, they emphasized the importance of understanding Trump’s agenda and its impact on markets.

In aviation news, Boom, a Colorado startup, achieved a significant milestone by breaking the sound barrier with one of its planes for the first time. The company aims to offer supersonic air travel at a lower cost than the Concorde era, making it more accessible to passengers. With investments and partnerships with airlines, Boom is making strides towards disrupting the air travel industry.

In financial news, Titan America set the terms for its IPO, aiming to list on the NYSE with a potential $3 billion initial market cap. Balmoral Funds sold Resco Group to Austria’s RHI Magnesita for $410 million, while Moove acquired Brazil’s Kovi. American Axle and Manufacturing agreed to buy Dowlais for £1.16 billion in cash and stock. Various investments and acquisitions are shaping the financial landscape.

In the tech sector, there were reports of individuals linked to DeepSeek using OpenAI’s API to exfiltrate data, raising concerns about potential breaches. Speculation about DeepSeek shorting stocks of companies investing in US-based AI emerged, prompting discussions on the legality and ethical implications. The resurfacing of tokenizing assets like real estate and the rise of meme coins in the crypto space added to the diverse range of financial developments.

Lastly, the intersection of sports betting and correlation trading gained attention, with discussions on single-event parlays and same-game parlays introduced by Flutter on FanDuel. KKR and Apollo are eyeing wealth in private markets, while Alibaba touts a new AI model. Other news touched on energy developments, carbon markets, and identifying dangerous subway stations in NYC. These news stories highlight the dynamic nature of the financial and business world, showcasing a mix of trends and innovations across various sectors.

Stay Well!