The below content and projections are the opinion of the authors. Any conclusions or takeaways are their own. This should not be considered as investment advice. Investing involves the risk of loss and returns are not guaranteed.
1) Google investing $9.5 billion U.S. offices this year as companies push forward next phase of return to office
Titan’s Takeaway: Companies like Google set the pace for employment norms across the knowledge economy. And the company’s desire for nearly every employee to keep regular contact with an office suggests the “remote only” future that might’ve seemed inevitable during the pandemic has been pushed further out.
2) Incoming South Korean government to reverse nuclear phase-out as sustainable energy plans continue to take shape
Titan’s Takeaway: As Titan clients are aware, our optimism around uranium is rooted in a view that nuclear power will be a necessary component of national pushes towards carbon neutrality. Seeing one of the world’s biggest nuclear power generators backtrack on plans to de-emphasize this energy source affirms this stance.
3) JP Morgan results suggest some economic softening as first quarter earnings season begins to ramp up
Titan’s Takeaway: Jamie Dimon’s 15-year tenure at the helm of the country’s biggest bank makes him an essential voice in tracking the financial sector’s impression of the U.S. economy. And when Dimon says he sees “significant geopolitical and economic challenges ahead,” we believe investors would be naïve not to take note.
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