Episode 60: Markets bounce back as Biden is set to take office

Markets are trying to bounce back after a losing week, President-elect Joe Biden plans to dive into economic recovery immediately once he takes office, and the IRS delays the start of tax season.

Day 1 Plan:

1. Federal mask mandate

2. Extend eviction, student loan forbearance

3. Rejoin Paris climate accord 

4. Reverse Muslim travel ban

What’s on the board this week! 

  1. Bumble’s IPO stands out for a few more reasons. At 31, Wolfe Herd will be one of the youngest female CEOs to take her company public. And Bumble is expected to list on the Nasdaq with a board that’s 73% female, a stark counterpoint to all the firms that go public with boards that are made up mostly—if not entirely—of men.

  2. Green energy... Three words: "clean energy future." Biden has pledged $2T to clean energy innovation, partly through sustainable infrastructure and subsidies for green tech. Think: more EV charging stations, tax credits for buying electric, and incentives for wind and solar. Subsidies could encourage more delivery companies to buy e-trucks from companies like Workhorse, GM, and Rivian. On the wind and solar side, companies like NextEra Energy, Tesla, and First Solar could benefit from Biden's goal of a carbon-free power sector by 2035.

  3. Breaking: Microsoft is participating in a $2 billion investment in Cruise, the self-driving company acquired by General Motors in 2016 for around $1 billion. The new deal values Cruise at $30 billion.

Market Closed up today and: JPMorgan says investors need to shake off 'FANG fatigue' and buy the Big Tech stocks again

IPO

Four companies plan to go public on U.S. exchanges this week: Patria Investments, RLX Technology, MYT Netherlands, and Dream Finders Homes. http://axios.link/HaaP

Thank you and see you Friday!

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Episode 61: Peaceful transition completed and earnings season begins

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Episode 59: Big Tech pausing contributions and CES 2021