Asana Stock Guide – Collaboration Disruptor or Just Another Free Trial?

https://youtu.be/WK4WrEjh3Eg?t=1837 You probably know Asana the software, but do you know Asana the company? This guide was written for investors and is meant... Read More»

Developed Market Bonds are Dead Money, Buy Discounted Cyclicals

Is this really the top for Big Tech’s leadership of the US stock market, and the related unprecedented relative outperformance of growth over value? US Big Tech... Read More»

China Offers Safety in a World of Central Banks Gone Crazy

The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in mid-September. The key point is that the ... Read More»

Judging Palantir Stock: AI Mirage or Government-Backed Unicorn?

Who is Palantir? To put it simply, Palantir is one of the oldest private big data software companies. Palantir sells software to businesses and government agen... Read More»

Gold Secular Bull Market Intact, Target Price $5,500/oz

Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been in consolidation mode since it... Read More»

Who is Unity Software? – An Investor’s Guide

September 2020 is shaping up to be the biggest month for tech initial public offerings, IPO's, in the last decade. Coming to the markets next is Unity Software,... Read More»

Who is Sumo Logic? – An Investor’s Guide

September 2020 is shaping up to be the biggest month for tech IPO's, initial public offerings, in the last decade. Coming to the markets next is Sumo Logic, th... Read More»

Fed’s License to Overshoot on Inflation

The US Treasury bond market has started to sell-off in recent weeks, in line with the base case here of a steepening yield curve as a result of a post-lockdown... Read More»

Is Peloton Stock a Buy After Crushing Q4 Earnings?

To most people's surprise, Peloton has turned into one of the best performing COVID-19 driven stocks in 2020. Up 313% since the March market lows, outperformin... Read More»

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