Hana Yamamoto

Hana Yamamoto

Consumer Staples Analyst

Consumer staples and food/beverage analyst with a background in brand strategy and category management. Focuses on pricing power, input cost pass-through, distribution strength, and management discipline. Known for clean, comparable peer frameworks and risk-balanced theses.

Articles 760

Jan 20, 2026 Finance

TSMC Accelerates Expansion in Arizona to Strengthen U.S. Semiconductor Footprint

Taiwan Semiconductor Manufacturing Company advances its U.S. manufacturing strategy with expanded land acquisitions and quicker fab development amid new trade agreements

Taiwan Semiconductor Manufacturing Company Limited (TSMC) is significantly enhancing its manufacturing capacity in the United States, focusing on Ariz...

Understanding Required Minimum Distributions: Five Essential Questions Answered
Jan 20, 2026 Business News

Understanding Required Minimum Distributions: Five Essential Questions Answered

A Clear Guide to Navigating RMDs and Their Tax Implications for Retirement Accounts

Required minimum distributions (RMDs) are mandatory withdrawals from certain retirement accounts that begin at age 73 or 75, depending on birth year. ...

China Strategy Expert Warns Canada Against Sidestepping U.S. in China Trade Deal
Jan 20, 2026 Business News

China Strategy Expert Warns Canada Against Sidestepping U.S. in China Trade Deal

Calls for Rethinking Amid Potential Repercussions from U.S. Administration's Trade Stance

Michael Pillsbury, a senior China strategist, cautions Canada over its decision to pursue a trade agreement with China without U.S. involvement, sugge...

Global Markets React to Rising US-Europe Trade Disputes Centered on Greenland Acquisition and Tariff Threats
Jan 20, 2026 Business News

Global Markets React to Rising US-Europe Trade Disputes Centered on Greenland Acquisition and Tariff Threats

European stock indices decline amid escalating trade tensions; US futures indicate cautious investor sentiment as legal challenges to tariff authority loom

Global financial markets opened under pressure as escalating tensions between the United States and European nations, sparked by President Donald Trum...

Jan 20, 2026 Trade Ideas

Disney 2026: A Cash-Flow Story That Could Snap Back — Trade Idea

Why Disney’s cash, parks recovery, and streaming margin inflection make it a tactical long for 2026

Disney looks set for an operational inflection in 2026. Strong trailing operating cash flow, improving operating income, park pricing power, and a vis...

Trade Idea Long
Jan 20, 2026 Finance

Coinbase and Circle Collaborate to Launch Bermuda's Pioneering On-Chain Economy

Strategic partnership aims to digitize Bermuda’s national economy while promoting economic freedom through blockchain technology

Coinbase Global Inc. and Circle Internet Group Inc. have announced their joint support for Bermuda’s initiative to establish the world’s first ful...

Jan 20, 2026 Trade Ideas

DigitalOcean: Cheap-ish Public Play on AI Infrastructure with Real Cash Flow Upside

Momentum in AI workloads and improving margins make DOCN a tactical long with defined risk controls

DigitalOcean is showing accelerating revenue and operating-profit trends while generating strong operating cash flow - a profile that argues for ownin...

Trade Idea Long
Antarctic Warming Drives Earlier Penguin Breeding, Threatening Species Survival
Jan 20, 2026 News & Politics

Antarctic Warming Drives Earlier Penguin Breeding, Threatening Species Survival

Rapid shifts in reproductive timing among Antarctic penguins signal ecological stress amid rising temperatures, jeopardizing species dependent on precise breeding cycles.

Recent research indicates a significant advancement in the breeding schedules of three Antarctic penguin species, correlated with a 3 degrees Celsius ...

Three Scenarios Where Married Seniors Might Not Receive Spousal Social Security Benefits
Jan 19, 2026 Business News

Three Scenarios Where Married Seniors Might Not Receive Spousal Social Security Benefits

Understanding eligibility criteria can help married couples plan their retirement income effectively

While Social Security spousal benefits are commonly expected as a financial advantage of marriage in retirement, certain conditions prevent some marri...

Jan 19, 2026 Trade Ideas

Annaly’s Capital Stack - Which Income Slice to Own? My One Preferred Play and a Plan for NLY

High yield is obvious. The hard part is deciding where to sit in the capital structure - I pick one spot and show an actionable trade.

Annaly (NLY) is back on the radar for income investors: the common shares yield north of 11% on the declared $0.70 quarterly payout and the company re...

Trade Idea Long