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Roku 1Q Earnings – So Good the Bulls Came out of Hiding

  To learn more about Roku and the streaming industry check out the Grizzle Stock Safari on Substack. Roku (ROKU)…

Etsy Q1 Earnings: Is the COVID-19 Growth Gone?

Etsy (ETSY) reported earnings after the bell this afternoon that beat Wall Street’s expectations, but forward growth guidance was a…

The Biggest Inflation Scare Since the 1980’s is Coming

The cyclical rebound in America should continue to surprise on the upside in terms of the pent-up demand potential, a…

The Energy and Bank Stock Rebound Will Continue, Buy the Dip

There has been a bit of a pullback in the cyclical trade with US energy stocks down 11.8% from their…

Eurozone Yield Curve Control is Happening, is This Bad for the Euro?

The Federal Reserve statement at the last FOMC meeting in March displayed no concern about the then 67bp rise in…

China is the One Safe Haven for Bond Investors

One recommended trade here for global bond investors has been to sell US Treasury bonds, and indeed all G7 government…

Inflation Expectations Approaching the Point of No Return

The past investment quarter has seen rotation into the cyclical value trade in world stock markets after fund managers finally…

Coinbase IPO Guide: Don’t Sleep on This Crypto Freight Train

Coinbase Global Inc. has announced it will be going public by way of a direct listing on the NASDAQ under the…

Regulation of Big Tech is Underappreciated by the Market

The view here remains that the Big Tech stocks’ market capitalisation peaked as a percentage of the S&P500 at the…