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SPEAR INVEST

SPEAR INVEST

Spear Insights: The tech collapse and the aftermath; inflation and the jobs mystery

In this Weekly Insights we focus on technology earnings, inflation, and the mystery behind the strong job numbers.

Nov 17, 2022

Spear Insights: The tech collapse and the aftermath; inflation and the jobs mystery

Nov 17, 2022

SPEAR INVEST

SPEAR Insights: The fall of the Tech Giants and the fate of cloud spending, collapsing…

In this Weekly Insights we focus on cloud spending, semi-conductor earnings and the macro backdrop.

Nov 3, 2022

SPEAR Insights: The fall of the Tech Giants and the fate of cloud spending, collapsing…

Nov 3, 2022

SPEAR INVEST

SPEAR Insights: Anatomy of a bear market and what to expect this earnings season

In this Weekly Insights we provide thoughts on where we are in the current market downturn and what to expect this earnings season based on…

Oct 27, 2022

SPEAR Insights: Anatomy of a bear market and what to expect this earnings season

Oct 27, 2022

SPEAR INVEST

SPEAR Insights: Why cybersecurity remains our top investment theme post earnings, FOMC impact on…

In this Weekly Insights we focus on cybersecurity opportunities post earnings, and provide thoughts on investing in technology amidst a…

Sep 22, 2022

SPEAR Insights: Why cybersecurity remains our top investment theme post earnings, FOMC impact on…

Sep 22, 2022

SPEAR INVEST

SPEAR Weekly Insights: Is tech cyclical or secular?

In this Weekly Insights we provide thoughts the technology sector and earnings from key industrial technology companies: Nvidia, Marvell…

Sep 7, 2022

SPEAR Weekly Insights: Is tech cyclical or secular?

Sep 7, 2022

SPEAR INVEST

SPEAR Weekly Insights: Palo Alto Networks sets the stage for cybersecurity earnings, software…

In this Weekly Insights we provide thoughts on Palo Alto Networks’ earnings and the outlook for cybersecurity, software valuations, and the…

Aug 23, 2022

SPEAR Weekly Insights: Palo Alto Networks sets the stage for cybersecurity earnings, software…

Aug 23, 2022

SPEAR INVEST

Cloudflare: Taking Over the Cloud

Cloudflare is one of the most misunderstood companies in our coverage universe and a battle ground among investors. The key debate is in…

Aug 18, 2022

Cloudflare: Taking Over the Cloud

Aug 18, 2022

SPEAR INVEST

SPEAR Weekly Insights: Inflation and the favorable set up for industrial technology in 2H22…

In this Weekly Insights we provide thoughts on inflation and the favorable set up for industrial technology in 2H22, and earnings from key…

Aug 11, 2022

SPEAR Weekly Insights: Inflation and the favorable set up for industrial technology in 2H22…

Aug 11, 2022

SPEAR INVEST

SPEAR Weekly Insights: Don’t underestimate the market as an inflation hedge, earnings from…

In this Weekly Insights we provide thoughts on the macro backdrop, the market as an inflation hedge, and earnings from consumer vs…

Aug 3, 2022

SPEAR Weekly Insights: Don’t underestimate the market as an inflation hedge, earnings from…

Aug 3, 2022

SPEAR INVEST

SPEAR Weekly Insights: Recession playbook and the case for industrial technology, earnings from…

In this Weekly Insights we provide a recession playbook, 2Q22 earnings insights, and the long term case for industrial technology.

Jul 26, 2022

SPEAR Weekly Insights: Recession playbook and the case for industrial technology, earnings from…

Jul 26, 2022

SPEAR INVEST

SPEAR INVEST

We publish original research focused on themes and companies revolutionizing the industrial space. For more info about our ETF visit spear-invest.com

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