DoorDash IPO – Another SoftBank Pump and Dump Scott Willis·November 22, 2020DoorDash is built on three pillars. The driver, the restaurant and the customer. Is each pillar sustainable?...IPO Guides·3 Comments·
The Landscape is Shifting for Chinese Fintech Christopher Wood·November 16, 2020The delayed Ant Group IPO demonstrated the Chinese government will allow innovation, but on its own terms....Global Strategy·2 Comments·
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate Christopher Wood·November 9, 2020An economic recovery almost always leads to higher interest rates. This time is different....Global Strategy·4 Comments·
With a Blue Wave Likely, is Big Tech in Trouble? Christopher Wood·November 2, 2020With a Democratic vistory as the base case, should big tech be worried?...Global Strategy·0 Comments·
We Are Witnessing the Beginning of the End of the Deflationary Era Christopher Wood·October 26, 2020The deflationary era will die off with the virus. Owning cycical stocks is the way to play the...Global Strategy·0 Comments·
What Happened to Fastly Stock? Scott Willis·October 19, 2020Fastly stock was down 30% in one day last week. We tell you what the @&#^$ happened and...Investing·0 Comments·
Expensive Green New Deal will Drive Energy Prices Higher not Lower Christopher Wood·October 19, 2020The renewable energy sector is setting up for an epic cycle of overinvestment and boom/bust. Higher oil prices...Global Strategy·1 Comment·
The Virus is Burning Itself Out, Buy Stock Market Weakness Christopher Wood·October 13, 2020COVID-19 not Kamala is the best running mate Joe Biden could hope for. With the virus burning out,...Global Strategy·2 Comments·
Markets & COVID-19: Dave Collum – Prof. of Organic Chemistry at Cornell Thomas George·October 9, 2020Grizzle interviews Dave Collum, Prof. of Organic Chemistry at Cornell; an engaging chat about markets, gold, covid-19 and...Millennial Markets·0 Comments·
