The Invitation From S&P 500 and DAX
Last week the markets’ sentiment was shifting towards risk aversion. The risk assets across the board have declined and approached the significant price levels. The US and European indices currently…
Last week the markets’ sentiment was shifting towards risk aversion. The risk assets across the board have declined and approached the significant price levels. The US and European indices currently…
Hi everyone! In light of the recent rollercoaster in assets prices, I’d like to share the outlook on what has been a solid “safe heaven” these days. Below you see…
Investment Thesis At the moment, the market believes nCino, Inc. (NASDAQ: NCNO) is overpriced because of a 17.37 price to book (P/B) value, even as the P/E ratio is in…
Financial stocks have had mixed returns in 2020. On the one hand, banking giants like Goldman Sachs and JP Morgan have languished while some fast-growing companies like PayPal and Square…
Argentina's central bank announced an increase in the repo rate from 24% to 27%. This is the second increase in a month: on October 1, the Argentine Central Bank raised…
What to expect from the US corporate financial reporting season next week. The first, according to tradition, are the largest banks; behind them - all the rest. True, some companies…
Midcap stocks are defined as companies valued at between $2 billion and $10 billion. In most cases, these are usually small firms that not many people know about. As a…
Investing in quality companies with strong moats, high cash-flows, quality predictable cash flow, and strong leadership has proved to be a good way of making money. However, with more than…