Investing
Airbnb IPO: Don’t Sleep on This King of Home Rentals
Airbnb is going public this month and has the distinction of being the largest December public offering in what is…
Post-COVID Liftoff: Cyclicals, Gold & Bitcoin
If anybody was in any doubt that cyclical stocks would rally sharply on the re-opening trade, they got the evidence…
C3.ai IPO – Houston We Have a Growth Problem
C3ai is yet another hyped up software as a service (Saas) stock going public this month. However, with massive consumer…
China’s Focus on Technology & Domestic Demand
China's 14th Five-Year Plan While world markets have been focused on the US presidential election, an important event also took…
Fed Addresses “Uneven” Recovery, However the Damage is Already Done
Fed to Remain Dovish: Yield Curve Control There was an interesting speech made last month by Federal Reserve governor Lael…
DoorDash IPO – Another SoftBank Pump and Dump
DoorDash is poised to be the second hottest IPO of December behind only AirBnb. The media may be hyped, but…
The Landscape is Shifting for Chinese Fintech
The US presidential election appears to be finally over. But it remains unclear how the issue of regulation of “Big…
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate
As the media focuses on the closely contested US presidential race, as well as, of course, the Covid “second wave”,…
With a Blue Wave Likely, is Big Tech in Trouble?
The “Blue Wave” is clearly the base case in the forthcoming US presidential election. Still, markets have become nervous again…
We Are Witnessing the Beginning of the End of the Deflationary Era
The cyclical trade continues to be recommended here, despite the ongoing COVID “second wave”. On this point, it is interesting…