Author
Sebastien
Investment analyst at Gorgorus.
503 articles
Bubbles, What Bubbles?
We remain cautious on current valuations and are not in a hurry to buy over-valued growth stocks, we prefer to let some time pass for inflationary pressure to cool down.
30 Jun 2021
Growth Versus The Fed
Inflation fears faded at the start of the week as Fed officials repeatedly downplayed the effects of higher price pressures and have confirmed their belief that the Central Bank could engineer a soft landing.
30 Jun 2021
Labour Market Jumps
The U.S. jobs market saw an improvement in terms of initial jobless claims which fell to 406,000 for the week ended May 22. This represents a steep decline from the previous week’s 444,000 claims.
30 Jun 2021
Inflation And The Fed, What Lies Ahead?
We have been cautious on U.S.-valuations since these reached new heights at the start of the year. After a sell-off, most growth stocks regained some steam. Where could this go?
30 Jun 2021
U.S. Stocks, Jobs & Inflation
Inflation sped up in April and exceeded expectations as consumers prices increased by 4.2% while economists expected a more moderate 3.6% gain.
30 Jun 2021
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.
30 Jun 2021
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.
30 Jun 2021
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.
30 Jun 2021
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
30 Jun 2021
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.
30 Jun 2021
Palo Alto Networks, Leader In Security
Palo Alto Networks was founded in 2005 by Nir Zuk, Yuming Mao, Rajiv Batra and Dave Stevens. It has grown to become a global cybersecurity leader, helping companies achieve their digital transformation in a secure environment.
30 Jun 2021
UiPath, Automation Champion?
UiPath is a software company that develops a platform for Robotic Process Automation (RPA). In simple terms, it monitors user activity to automate repetitive front and back office tasks.
30 Jun 2021
Grab, The Southeast Asian Tech King
Grab, the Southeast Asian “Super App” is set to go public through a SPAC deal with Altimeter Growth Corp. This would value the company at $ 40B and is accompanied by a $ 4B-plus capital injection.
30 Jun 2021
The Fastly Case: Overvalued?
Fastly is U.S.-based cloud computing services provider. In short, it processes, serves and secures its customer’s applications as close to the end users as possible.
30 Jun 2021
FinTech And InsurTech. Worth Considering?
In the long run, could they turn the insurance industry into a less expensive and more pleasant one?
30 Jun 2021
Celsius Holdings, A Drinks Mirage?
Celsius Holdings, founded in 2004, is active in the energy drinks segment, differentiating itself from larger competitors with a focus on a “healthy lifestyle”.
30 Jun 2021
Bandwidth, Under The Radar For Now
Bandwidth is a Communications Platform as a Service (CPaaS) that capitalised on the introduction of fibre optic networks back in 1999
30 Jun 2021
Roblox, Gaming (R)evolution?
Roblox, an online game platform and game creation system that allows users to program and play games created by other users.
30 Jun 2021
Streaming Wars With FuboTV
FuboTV is a streaming television service with a focus on sports, currently competing with conventional over-the-top (OTT) live TV streaming services.
30 Jun 2021
Palantir's Powerful Data Weapons. A Buy At This Level?
Palantir is a powerful and secure data analytics tool for analysts and advanced developers that leverages the power of machine learning
30 Jun 2021
