GorgorusGorgorus

Author

Sebastien

Investment analyst at Gorgorus.

503 articles

Money & Markets#old-topic-macro

Mortgages Are Easing

Over the past two years, a major factor that had been driving mortgage rates upwards is now contributing to their decrease.

18 Jan 2024

Companies & Capital#old-topic-downfall

The Tricky Real Estate Business

Office vacancy rates in major U.S. cities have reached their highest levels since at least 1979, according to Moody’s Analytics.

16 Jan 2024

Money & Markets#Pro

The Fed Keeps Markets Guessing

During their last month's decision to maintain interest rates, Federal Reserve officials initially thought they were concluding their phase of rate hikes.

13 Jan 2024

Technology & Power#old-topic-downfall

Big-Tech Monopoly

In 2024, a series of high-profile U.S. antitrust cases against leading technology companies, notably Google and Meta Platforms, are poised to reach pivotal conclusions.

09 Jan 2024

Demographics & Society#old-topic-momentum

India Pushes Ahead

India has been outshining other leading global economies, primarily due to the robust performance of its service and industrial sectors, despite challenges in agriculture caused by inadequate rainfall.

07 Jan 2024

Companies & Capital#old-topic-downfall

Is The Canary Suffocating?

FedEx's shares plummeted by 12% after the company reported disappointing results and outlook, leading to a series of price-target reductions by Wall Street analysts, which contributed to a late-day sell-off in the broader market.

03 Jan 2024

Companies & Capital#Pro

Rambus Cashes The Memory Royalties

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.

30 Dec 2023

Money & Markets#Pro

The Fed Quietly Pivots

The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.

27 Dec 2023

Industry & Sovereignty#old-topic-downfall

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.

24 Dec 2023

Money & Markets#old-topic-macro

Eurozone Inflation Cools

In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.

20 Dec 2023

Money & Markets#old-topic-macro

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.

16 Dec 2023

Money & Markets#old-topic-macro

Deflation Is Coming Back

Following a notable surge in inflation, Americans are now witnessing a phenomenon absent for the past three years: deflation.

13 Dec 2023

Companies & Capital#old-topic-equities

EV Competition HeatsUp

Electric vehicles have gained significant traction in China, but with this success comes heightened competition, posing a dilemma for investors evaluating the latest EV brands vying for growth opportunities in New York.

09 Dec 2023

Demographics & Society#old-topic-macro

Consumer Spending Eases

In October, Americans curtailed their spending, and inflation subsided as the economy shifted gears from a vigorous third quarter, according to analysts.

05 Dec 2023

Companies & Capital#old-topic-equities

A Chinese IPO? Shein Files To Go Public

Shein, the global online fashion company originating from China, has confidentially submitted documents for a U.S. initial public offering (IPO), potentially one of the most significant in recent years.

01 Dec 2023

Money & Markets#old-topic-macro

Back To Normal

Federal Reserve officials, in their recent policy meeting minutes, indicated a potential pause in rate increases. They emphasized proceeding carefully and expected upcoming data to clarify the extent of a slowdown in inflation amid higher borrowing costs.

29 Nov 2023

Companies & Capital#Pro

Qualys Is Cloud Security's Quiet Compounder

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.

29 Nov 2023

Money & Markets#Pro

A Soft Landing May Be Possible

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."

25 Nov 2023

Companies & Capital#old-topic-downfall

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.

23 Nov 2023

Companies & Capital#old-topic-downfall

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.

20 Nov 2023

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