GorgorusGorgorus

Author

Sebastien

Investment analyst at Gorgorus.

503 articles

Demographics & Society#old-topic-momentum

Texas, Arizona, Utah And Idaho Recovered All Jobs Lost

The states benefited from demographic changes before and throughout the pandemic, with large payroll increases in the retail, warehousing, technology, and transportation industries.

21 Jan 2022

Money & Markets#old-topic-equities

A Look Beneath The Surface

The stock market's start to 2022 has been fragile, as evidenced by the sell-off in several stocks. Last week, U.S. equities fell for the second week in a row, pushing the S&P 500 and Nasdaq down 2.2% and 4.8%, respectively. Some equities and sectors have fallen even faster.

18 Jan 2022

Money & Markets#old-topic-momentum

Hot Money Chasing Growth Stocks

In recent years, a key bright light for the hedge-fund industry has dimmed as stocks of technology and other fast-growing companies have sold off, resulting in substantial losses for some big investors.

14 Jan 2022

Money & Markets#old-topic-macro

Deflation? Not So Fast...

In a webinar on Tuesday, ARK Invest's Cathie Wood doubled down on her prediction that deflation, not inflation, will be the most important driver in the US economy in the coming year.

11 Jan 2022

Companies & Capital#old-topic-momentum

Swissquote, The Rising FinTech Player

In 1990, Marc Bürki and Paolo Buzzi founded Marvel Communications SA, an enterprise that focused on financial software and web applications. Marvel would form the foundation for Swissquote (founded in 1996), an enterprise that promised to be the world’s most pioneering and intuitive online bank.

09 Jan 2022

Money & Markets#old-topic-downfall

The Fed Blunders, Again

After a relatively large miscalculation of inflation, supply chain bottlenecks and labour shortages, the Fed is now trying to work back against some of its mistakes. Yet, this time, many investors fear that the Fed might act too strongly and push the economy into recession.

06 Jan 2022

Money & Markets#old-topic-momentum

Cheaper Valuations May Boost Stocks

In 2021, the S&P 500 gained 27%, capping a third year of double-digit gains. Stocks are still cheaper than a year ago: the S&P 500 is currently selling at 21 times analysts' estimated earnings for the next 12 months, down from 22.8 times at the end of 2020.

04 Jan 2022

Companies & Capital#old-topic-downfall

Stock Pickers' Weak Performance

The January meme-stock mania and a rally in smaller and cheaper stocks boosted optimism that active investing would make a comeback this year. However, as the year comes to a close, most professional stock pickers are finding themselves at the same spot, again: lagging the S&P 500 index.

30 Dec 2021

Companies & Capital#old-topic-equities

Starboard Takes A 6.5% Stake In GoDaddy

activist investor Starboard Value LP has purchased a 6.5% interest in web services provider GoDaddy valued at around $800 million and accounting for around 10,000 shares. This became Starboard's largest holding.

28 Dec 2021

Companies & Capital#old-topic-equities

Dollar General, The Discount King

Founded by J.L. Turner and Cal Turner SR., the enterprise has grown into one of the leading retail enterprises in the United States. With over 17,000 stores across 46 states in the United States, DG delivers everyday low prices on frequently used and replenished products.

26 Dec 2021

Money & Markets#old-topic-macro

2021, A Year In Review

China's crackdown on large online enterprises, combined with a housing market meltdown, has wiped over a trillion dollars off the country's markets this year.

23 Dec 2021

Money & Markets#old-topic-downfall

High Valuations, Little Stimulus. Time For A Pullback?

Due to high valuations and less supportive Federal Reserve policies, Jim Paulsen of The Leuthold Group forecasts a 10% to 15% fall next year. However, due to ongoing solid GDP and profit growth, he anticipates a large market setback to be temporary.

20 Dec 2021

Companies & Capital#old-topic-downfall

Buy Now Pay Later Tumbles - Time To Buy?

Following the opening of an inquiry into the sector by the US consumer authority, shares of numerous "Buy Now, Pay Later" (BNPL) companies plummeted.

17 Dec 2021

Companies & Capital#old-topic-downfall

LSE's Lackluster Performance

London's attempt to compete with New York by transforming its stock market into a refuge for fast-growing technology businesses is stumbling as trading volumes decrease and some big-ticket initial public offerings fail.

14 Dec 2021

Companies & Capital#old-topic-momentum

Molten Ventures' Portfolio Value Jumps

The portfolio value of Molten Ventures, formerly Draper Esprit, has increased by 27% to £1.35 billion in the last six months, according to the London-listed tech venture capital firm.

08 Dec 2021

Money & Markets#old-topic-macro

A New Hawkish Normal

As it confronts growing inflation pressures, Federal Reserve Chairman Jerome Powell suggested on Tuesday that the central bank may remove its support faster than initially planned.

01 Dec 2021

Demographics & Society#old-topic-equities

Buying (At) Discount Stores?

Spending at discount stores increased by 65% in the week ending November 7 compared to the same period last year, according credit and debit card transaction data from Facteus which was first reported by Bloomberg.

26 Nov 2021

Money & Markets#old-topic-macro

Inflation Sticks But Is Growth Sustainable?

Producer prices in the United States surged significantly in October, owing to rising costs for gasoline and motor vehicle retailing, implying that high inflation may linger for some time due to the pandemic's tight supply chains.

24 Nov 2021

Technology & Power#old-topic-momentum

Southeast Asia's Huge Leap Forward

Since the start of the coronavirus pandemic, the region has added 60 million new internet users, bringing the total to 440 million, according to a report by Alphabet's Google, Singapore state investor Temasek Holdings, and global business consultants Bain & Company.

20 Nov 2021

Companies & Capital#old-topic-downfall

Rivian, A Bubble?

Rivian Automotive will go public on Wednesday, in what is believed to be one of the year's biggest IPOs. The stock is expected to open at $125 per share, implying a valuation of up to $107 billion and a 60 percent increase above its IPO price of $78 per share.

10 Nov 2021

We use a handful of first-party signals to keep you signed in and to measure which articles resonate. No third-party advertising, ever. Read the cookie policy.