Roger Martin·Mar 20Strategy and Leadership #1Neutralizing Your Equity Market — A reader sent me an interesting question about the connection between leadership and strategy. Shortly thereafter, it was followed by a gloomy conversation with a client that caused me to think I should write on the subject. It is a big topic, so I am going to do a series…Equity Market8 min readEquity Market8 min read
Bhavanaharitha·Mar 13What Are The Features And Importance Of The Equity Market In The Us Economy?Stock market all over the world is facing various problems due to poor economic conditions and other factors. Those who want to know more about share trading should get tips from different sources. This will help reduce losses and other problems. They should also evaluate the investment options available for…Equity Market3 min readEquity Market3 min read
ZenJayCfa·Jan 26Nothing is certain in markets..Nothing is certain in markets.. — History doesn’t repeats itself but definitely rhymes — If you are interested in how markets will unfold in next 3–6 months, one possibility as follows.. Not forecasting, speculating or recommending #SPX500 #market #equitymarkets #BearsEquity Market1 min readEquity Market1 min read
Ho Su Wei·Nov 15, 20224 Key Points from U.S. Inflation Rate EasingU.S. Inflation eased at a significant pace finally in October 2022 U.S. consumer price growth or inflation finally eased to 7.7% in October 2022 from 8.2% in September 2022. This has come on the back of inflation rising to as high as 9.1% …Equity Markets3 min readEquity Markets3 min read
Hiral Patel·May 27, 2022~Trouble with the curve~· Long-term investing models depend on perpetuity of cash flow streams, which could be hard to predict when investing in consumer technology companies · Investors can still assess terminal values correctly by understanding the growth curves, but one size cannot fit all If you are an investor in the equity…Equity Market5 min readEquity Market5 min read
Complete Intelligence Technologies, Inc·Mar 22, 2022The Week Ahead — 21 Mar 2022This week, we saw a Fed rate rise, crude came back from the stratosphere, and Chinese equities came to life. As we said last week: – Sam said “watch the 5 and 7 year” bonds, where we saw serious action. – Sam also said “grip it and rip it”…Equity Markets16 min readEquity Markets16 min read
Acuity Knowledge Partners·Jan 25, 20222022 U.S. Market Outlook: Compelling need for bottom-up approach to generate alpha in choppy marketsPublished on January 12, 2022 by Venkatarao Bodapati US equity markets had a stellar run in 2021, owing primarily to easy monetary policies by the US Federal Reserve Bank (Fed), which have helped stocks more than double from their March 2020 lows. The S&P 500 Index was up around 27%…Equity Market4 min readEquity Market4 min read
Smita Roy Trivedi, PhD·Jan 19, 2022CUSTOMIZED NEWS SENTIMENT ANALYSIS: A STEP-BY-STEP EXAMPLE USING PYTHONOne of the richest data sources to understand the underlying sentiment in financial markets is linguistic communication. Hidden in the linguistic communication surrounding any event is a narrative or a series of narratives which define our understanding of the event. Linguistic communication being fundamental to humans, the sentiment underlying events…Equity Market5 min readEquity Market5 min read
Michael Kretschmer·Jan 15, 2022Time To Say Goodbye …On July 10th 2008, we launched the Pelargos Japan Alpha Fund and after 148 newsletters the time has come to wrap it up and move on. The past 13 years have been incredible in every aspect. We are extremely grateful for our clients’ trust and faith in us to run…Equity Market7 min readEquity Market7 min read
Shiwen YapinVenture Views·Dec 19, 2021Member-onlyStockholm’s Startup Secret? An Entrepreneur-Finance-Growth NexusThe 2010s have seen Stockholm’s ascent as a major European startup up and development of a finance centre perceived as a contender to London. More notably, it has evolved a sustainable entrepreneur-finance-growth nexus (EFG nexus) that offers insights and inspiration for policymakers, investors and entrepreneurial centres globally. Besides more obvious…Equity Market15 min readEquity Market15 min read
