Investing Idea #6
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)December 2023 - Commentary
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
Go Deeper (3 min read)It Is Hard To Avoid China
American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.
Go Deeper (3 min read)Eurozone Inflation Cools
In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.
Go Deeper (2 min read)Profits-Led Inflation
Last year's inflation surge was largely driven by exceptional corporate profits, but a notable shift is now occurring as consumers resist, leading to a rapid easing of this pressure.
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November 2023 - Commentary
The U.S. economy is on the verge of achieving what many economists deemed unlikely or impossible: a return to pre-pandemic levels of inflation without triggering a recession or significant economic downturn—a phenomenon known as a "soft landing."
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Real Estate Is In Trouble
Mezzanine loans, known for their high interest rates and expedited foreclosure processes compared to traditional mortgages, have seen a notable surge in foreclosure notices.
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The State Of Venture Capital
The landscape of venture capital (VC) has undergone significant changes in the past year. According to Kroll, the US currently has $300 billion of uninvested capital in VC funds.
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How Higher Rates Could Be Good, Not Bad
Federal Reserve policymakers seem hesitant to increase interest rates again, and they don't anticipate lowering rates in the near future. When they do eventually consider rate cuts, they expect them to be relatively modest.
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Salaries Are Freezing
The most esteemed consulting firms in the world have decided to freeze their starting salaries for new graduates in the United States, as the fierce competition for jobs replaces the earlier trend of salary increases following the pandemic.
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Private Equity Sours
The private equity industry, once the titan of the financial sector during the era of low interest rates, now grapples with a new reality as interest rates rise, potentially reshaping its operations and strategies for the foreseeable future.
Go Deeper (5 min read)
