To The Moon

The financial world held its breath as Jerome Powell stepped to the podium last Wednesday. With inflation still hovering above target and economic growth showing signs of cooling, the big question remains: Will the Fed really deliver three rate cuts this year? Despite the market's recent jitters, there's a compelling case that not only are three cuts still in play—they could be the rocket fuel that launches stocks to new all-time highs. Reading Between the Fed's Lines The latest FOMC statement was a masterclass in central bank ambiguity, but the clues are there for those who know where to look: The Dovish Undertones: Removal of "additional policy firming" language. Acknowledgment that job gains remain "strong" but are "moderating" Powell's admission that inflation doesn't need to hit 2% b

For much of the past decade, investors seeking exposure to regulatory technology—RegTech—have defaulted to a familiar name: Workiva. Known for integrated reporting, it carved out a useful niche helping companies manage disclosures and filings. But compliance has evolved. It’s no longer just about reporting. It’s about anticipating risk, navigating global regulation, and embedding intelligence into governance. That opens the door to a far broader and potentially more lucrative investment landscape. Compliance reimagined: data flows guiding a brighter RegTech future Workiva’s Performance: Growth Without Profits Workiva’s numbers reflect this tension. Over five years, shares have returned an impressive 74%. But more recently, the story has faltered. The stock is down nearly 40% year-to-date a