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David Beren

The China Rotation Is Real: 3 ETFs Capturing 19% Gains in 2026

Geopolitical tensions and governance concerns in China have prompted institutional investors to reallocate emerging-market exposure toward India, Brazil, Southeast Asia, and Mexico. The standard MSCI Emerging Markets benchmark still allocates a meaningful portion of…

David Beren · 4 months ago

Load Up on Nuclear Before the Data Center Energy Race Accelerates

Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already strained. That…

David Beren · 4 months ago