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White Papers

Make it in America—Manufacturing comeback is a Must not a Myth

It is the idea that while manufacturing may once have been the main driver of U.S. economic growth and technological leadership, it no longer plays that role and cannot do so in the future. It is important to emphasize that European and Asian economists and business leaders do not share this view of the dying power of manufacturing. But that does not caution American commentators like Rampell from undercutting the significance of manufacturing.

Defi: An Introduction to Ethereum + Smart Contracts

As digital assets become mainstream, the second largest cryptocurrency (by market capitalization) has generated major discussion at wealth management offices across the United States. Historically, Bitcoin has attracted most of the attention in the digital assets' ecosystem, however, investors are starting to increase their knowledge and participation in Ethereum blockchain as the number of decentralized applications ("DApps") built on the Ethereum blockchain continues to rise.

Understanding the Inner Dynamics of SPACs from IPO through Acquisition

SPACs can be very lucrative business models for their sponsors. SPACs also present an attractive alternative IPO route particularly for the owners of smaller companies, often private equity funds or smaller businesses, looking to go public. The SPAC option represents a less onerous method to go public both in terms of speed (it is faster) and risk (there is less market risk and less regulatory burden). For public equity investors, SPAC stocks can be interesting private equity type investments with changing option components.

What is Bitcoin? It's FOMO. (Fear of Missing Out)

The answer involves concepts around trust, blockchain technology, public distributed ledger system secured by cryptography on a peer-to-peer network. Huh? Not to be outdone, there are “mining” and “wallets” though not the kind that come to mind, taxed as property by the IRS, tool of choice for criminal activity like ransomware, and an inventor with the nom de plume Satoshi Nakamoto.

Corporate America, China and Washington DC

As the Biden Administration further develops its China strategy, it is increasingly going to encounter into an increasingly difficult contradiction. Unlike the case of the Great Japan Debate of the late 1980s, much of American business does not want to see any U.S. government policies that might hurt its ability to make money in China.

The documents on this page have been provided to you solely for information purposes and do not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The information set forth herein has been provided to you as secondary information and should not be the primary source for any investment or allocation decision. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties and assumptions, there can be no assurance that actual results will not differ materially from expectations. Past performance is no guarantee of future results. The information contained herein is only as current as of the date indicated and may be superseded by subsequent market events or for other reasons. Charts and graphs provided herein are for illustrative purposes only. The information in this document has been developed and/or obtained from sources believed to be reliable; however, neither Sowell Management nor the authors guarantee the accuracy, adequacy, or completeness of such information. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. There can be no assurance that an investment strategy will be successful. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially and should not be relied upon as such. This document should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Sowell Management may provide links to third-party websites contained herein only as a convenience and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by us of any content or information contained within or accessible from the linked sites. If you choose to visit the linked sites you do so at your own risk, and you will be subject to such sites’ terms of use and privacy policies, over which Sowell Management has no control. In no event will Sowell Management be responsible for any information or content within the linked sites or your use of the linked sites. Information contained on third-party websites that Sowell Management may link to is not reviewed in its entirety for accuracy and Sowell Management assumes no liability for the information contained on these websites. Sowell Management gives no representations or warranties as to the accuracy of such information and accepts no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in such information and for results obtained from its use. Information is as of the date indicated and is subject to change without notice. This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice.

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