Tuesday, Apr 19th 2022

Three Things (4/19)

Commentary

“Pack a pillow and blanket and see as much of the world as you can. You will not regret it.” ―Jhumpa Lahiri

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) Energy Department set to announce $6 billion program to extend nuclear plant life as alternative energy plans take shape

  • The program is expected to offer credits to keep operational nuclear power plants that are set to close due to economic reasons.
  • The U.S. currently has 93 operational nuclear reactors, providing about 20% of electricity nationwide.
  • The Biden administration is targeting a carbon-free electric grid by 2035.

Titan’s Takeaway: As Titan clients have been aware for some time, we’re constructive on nuclear power’s role in the future of clean energy and have expressed this view through our investments in uranium miners. The recent surge in energy prices has only heightened the focus from elected officials on what power sources might help nations achieve their ambitious emissions goals.

2) Rivian warns of massive supply shortages as electric vehicle transition ramps in the coming years

  • The EV-maker said the current chip shortage is a “small appetizer” compared to the materials shortage facing car battery supplies.
  • Last month, Rivian said it would produce just 25,000 vehicles this year, less than the 40,000 analysts had expected, citing materials shortages.
  • Rivian, which raised $12 billion in an IPO last year, sold 1,227 vehicles in the first quarter.

Titan’s Takeaway: Auto manufacturers have emphasized a push to electrify their fleets in the coming years, and invested billions to see these plans through. Financial resources making bigger plans than physical resources can make happen, however, has become a recurring theme in the modern economy.

3) Apple expected to win NFL’s “Sunday Ticket” rights as push into live sports deepens

  • The new “Sunday Ticket” package is expected to cost up to $2.5 billion per year, up from the $1.5 billion DirecTV currently pays.
  • Apple began streaming MLB games on TV+ this year, its first foray into live sports.
  • Reports say the deal is “done” but being kept quiet per a request from Apple; the company reports its next quarterly results on April 28.

Titan’s Takeaway: The world of sports has migrated onto streaming platforms at a modest pace, to say the least. The NFL bringing a package targeting its most dedicated fans to Apple TV+ would mark a step-change in this relationship, in our view.

Back to Research ↗

Learn with titan

Investment articles and resources

Become the smartest investor you've ever been through straightforward, easy-to-read investment articles.

What is a Fixed Annuity & How Does It Work?


What Is Stagflation in Economics? Overview, Causes and Consequences


When Was The Stock Market Created?


Trading Basics: Understanding and Practicing Paper Trade Options

Let's Get Started

Ready to become a client?

Create an account with us in two minutes.

Or scan to get the app

We're building the best investment platform, ever

Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

Refer to Titan's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. The introducing Broker Dealer is Titan Global Technologies LLC, a registered broker-dealer and member FINRA/SIPC. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 508 LaGuardia Place NY, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.

© Copyright 2022 Titan Global Capital Management, Inc. All Rights Reserved.