Where Is Inflation Going?
A rise in wages could demonstrate that inflation is lasting rather than transitory. Eventually forcing the FED to intervene by raising rates.
Go Deeper (3 min read)Buy The Dip Or Wait?
It may be tempting to buy stocks when these start falling. Investors may feel that a stock pulling back represents a “once in a year” opportunity. However, we believe that investors should be very cautious about this strategy.
Go Deeper (2 min read)Bitcoin Crashes Down And Growth Roars Back
Bitcoin tumbled over 10% on Monday, its biggest one-day drop in over a month. The selloff was sparked by the People's Bank of China (PBOC) urging the largest banks and payment companies in China to crack down harder on cryptocurrency trading.
Go Deeper (2 min read)Full Steam Ahead
The labour market and rising house prices are key as the Fed seeks to avoid the costly mistakes it made in the past while ensuring that it doesn’t halt the recovery
Go Deeper (2 min read)This Time Is Different
Things were strangely similar back in 2000: declining interest rates, the Taxpayer Relief Act of 1997, a supportive FED and the Telecommunications Act of 1996 helped boost investor optimism and drove technology stocks to unbearable valuations.
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Global Payments, Inc. is a U.S.-based financial technology company founded in 2000 as a National Data Corporation spin-off. It provides payments processing services to merchants, enabling them to accept credit and debit cards.
Go Deeper (8 min read)
PayPal's Leadership
PayPal is too big to be ignored in the financial technology space. Generating $ 6.1B in sales and growing at 33% year-on-year. Furthermore, the company is quickly entering new markets in order to stay relevant.
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Twitter's Growth Opportunity
Twitter is deploying an aggressive sales and profitability push in order to monetize its loyal user base.
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China's Tech Play
China’s technology stocks have been pressured by political hurdles as the governing party tries to reign in the power of its own tech giants. As a result, companies such as Alibaba, Baidu and Tencent are trading at historically low multiples and at lower levels than before the pandemic struck.
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Not So Enthusiast About Enthusiast Gaming
We are selling our position in Enthusiast Gaming Holdings Inc (EGLX). The company reported sales of CAD$ 30.0m, generating a gross profit of CAD$ 5.9m. Operating expenses reached CAD$ 18.7m and translated into a net loss of CAD$ 13.5m.
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CDON: Risky Management Changes
Kristoffer has been Chief Operating Officer and member of the CDON Executive Team since June 2017 and was appointed to the role of Chief Executive Officer in September 2018.
Go Deeper (3 min read)
