GorgorusGorgorus

Author

Sebastien

Investment analyst at Gorgorus.

503 articles

Companies & Capital#Pro

Buying Utilities On The Cheap?

Utility stocks have fallen out of favor lately. To put it in perspective, the last time they underperformed the market to this extent, it was right before the dot-com bubble burst.

16 Sept 2023

Money & Markets#old-topic-momentum

U.S. Economy Defying Predictions of Recession

There is a commonly held belief that economic expansions do not naturally come to an end due to their age but rather meet their demise at the hands of the Federal Reserve.

13 Sept 2023

Companies & Capital#old-topic-downfall

The Chinese Value Trap

Investors involved in Chinese equities have transitioned their focus from pursuing growth prospects to seeking undervalued opportunities.

10 Sept 2023

Companies & Capital#old-topic-momentum

IPO Activity Heats Up

British chip designer Arm, grocery delivery firm Instacart, and marketing-automation platform Klaviyo are collectively aiming to raise billions of dollars through stock offerings in September.

07 Sept 2023

Money & Markets#Pro

Good News Is Bad News

The new normal in the stock and bond markets makes it more difficult for investors to build diversified portfolios.

05 Sept 2023

Demographics & Society#old-topic-macro

U.S. Consumers' Status

Dick’s Sporting Goods and Macy’s experienced significant declines in their stock prices on Tuesday, marked by red down pointing triangles, as both retailers reported weaker-than-expected quarterly earnings and provided cautious forecasts for the remainder of the year.

31 Aug 2023

Money & Markets#old-topic-macro

Powell Is Walking A Fine Line

Federal Reserve Chair Jerome Powell presented his case for maintaining current interest rates, while keeping the option open to raise them later this year if economic conditions fail to subdue inflation.

28 Aug 2023

Demographics & Society#old-topic-macro

Pay Is Cooling Down

Compensation for new hires is undergoing a contraction following a period of substantial salary increases, prompting individuals to readjust their expectations regarding financial gains when switching jobs.

27 Aug 2023

Money & Markets#Pro

August 2023 - Commentary

In an unprecedented move, the Federal Reserve has elevated interest rates to their highest point in 22 years.

24 Aug 2023

Money & Markets#old-topic-momentum

Going Long On China?

Researchers at JPMorgan Chase estimated last month that China's overall debt, encompassing households, companies, and the government, had surged to 282% of the country's annual economic output.

22 Aug 2023

Companies & Capital#Pro

Expeditors Is The Soft-Landing Trade

In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.

18 Aug 2023

Money & Markets#old-topic-macro

Deflation? The First Signs

China's economy has entered a period of deflation as consumer prices experienced their first decline since early 2021.

16 Aug 2023

Money & Markets#old-topic-downfall

A $ 12 Trillion Problem

China's "basket of measures" to address the risks posed by local government debt is anticipated to encompass a range of strategies, including special bond issuance, debt swaps, loan extensions, and a measure that Beijing has been reluctant to embrace: tapping into the central budget.

14 Aug 2023

Demographics & Society#old-topic-downfall

China, The New Japan?

In the early 1990s, Japan captured the American imagination, but its remarkable rise turned into a prolonged decline, mainly due to demography.

09 Aug 2023

Money & Markets#old-topic-macro

Rates At 22-Year High

The Federal Reserve made a unanimous decision to raise the benchmark federal-funds rate by a quarter-percentage-point, bringing it to a range between 5.25% and 5.5%.

07 Aug 2023

Companies & Capital#old-topic-momentum

Cloud And E-Commerce Shine

Amazon.com Inc has surpassed Wall Street's expectations with its impressive sales growth and profits, driven by efficient delivery to customers and a rebound in its cloud-computing division.

04 Aug 2023

Demographics & Society#old-topic-downfall

Luxury Sales Cool

Recent credit-card data indicates a notable slowdown in U.S. luxury spending, especially among younger consumers who are feeling the impact of inflation.

02 Aug 2023

Companies & Capital#Pro

Microchip Quietly Owns Embedded Semis

This is a global semiconductor company that develops, manufactures, and sells smart, connected, and secure embedded control solutions.

31 Jul 2023

Demographics & Society#old-topic-macro

America's Labour Shortage And Its Impact

In the wake of a pandemic that shook the global economy, the United States faces a paradoxical situation where job openings abound, but there aren't enough workers to fill them.

27 Jul 2023

Money & Markets#Pro

July 2023 - Commentary

Inflation's grip on the American economy appears to be loosening after more than two years of relentless pressure.

24 Jul 2023

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