Market Themes, Trends & Strategies | Brew Markets

Defense Sector Investing

Demographic Investing

Dividend Stocks

EV Supply Chain

Electrification

Energy Transition Investing

Factor Investing

Infrastructure Investing

Market Concentration

Market Regime Shifts

A split graphic of Elon Musk and a Tesla Cybertruck and a SpaceX rocket

Betting on Musk

It's never a dull moment with Elon Musk.

Photo collage showing the Chinese flag overlaid with chipboard diagram.

China keeps building its AI stack

The country's tech sector is closing the gap with the US.

artially completed bridge construction site along Jersey Shore

The AI antidote

The opposite of AI is healthcare stocks.

Wall Street sign with overlay of computer chip and downward trending stock market graph

The AI trade's next winners

The tech selloff presents an opportunity, according to analysts.

A robot hand holding a globe that contains an AI star

AI goes global

The next phase of AI growth may depend on partnerships far beyond Silicon Valley.

A graphic of up and down arrows next to each other, the down arrow is red and shows a close-up photo of a person pulling a cigarette out of a pack, and the up arrow is green with a close-up photo of a person vaping.

Tobacco stocks are going up in smoke

Smokeless products like pouches are pushing these stocks higher.

A collage graphic of President Trump with military airplanes and cutouts of one-hundred dollar bills

A NATO-rious trade

This week's NATO summit underscores the bull case.