Geopolitics After COVID-19 and Market Reaction Coronavirus Trends by Matt - April 25, 2020April 25, 20200 When Does the COVID Recovery Start The world will not be the same after the coronavirus and will adjust to a new normal. Now when the dust settles is another question. Is reopening up now a good idea when new cases are still springing up and people are dying at a
Coronavirus Implications for Businesses – Part III Coronavirus Trends by Matt - April 2, 2020April 2, 20200 COVID-19 Nothing Was the Same This is such a great album, coming from a 6ix God like myself. COVID-19 has been the event of the decade and may or may not surpass the financial crisis as the absolute pit of a career in markets. After the dust settles, which as we alluded to
Investing in Pressure Pumper Stocks Oilfield Services Trends by Karl - August 26, 2019November 26, 20190 Written by an energy investment banker Pressure Pumping Industry Introduction Pressure pumpers provide hydraulic fracturing services for oil and gas exploration & production companies. Hydraulic fracturing (or fracking or fracing) increases the flow of oil and gas via improving conductivity of the hydrocarbon (oil & gas) zone within an oil or gas
Picking Bank Stocks to Invest In Commercial Banking Financial Institutions Trends by Matt - March 14, 2019March 14, 20190 Choosing Comparable Companies for Banks and Diversified Financial Institutions This is our second post on analyzing bank stocks. Keep in mind that when looking at banking, the most pure play bank is a bank that takes deposits and lends, charges service fees and invests excess equity in relatively safe fixed income
Cloud Computing Primer Technology Trends by Matt - February 20, 2019February 20, 20190 Cloud Computing Overview Cloud computing is the provision of internet services through the internet (the “cloud”). This includes databases, storage, software, and servers. Most businesses that use computers will eventually move to the cloud due to the advantages from a cost and flexibility perspective. As an example, instead of a server with a
Responsible Investing Primer Equities ETFs Trends by Jaycee - October 28, 2018October 28, 20180 What is Responsible Investing? Responsible investing ("RI") integrates environmental, social and governance (ESG) factors into investment processes and decision making. Responsible investing is currently estimated at over $20 trillion in AUM or around a quarter of all professionally managed assets around the world (Forbes). In the social media age, stakeholders both shareholders
A Collection of Stories about Bubbles, Bitcoin and Cryptocurrencies Trends by Matt - January 11, 2018July 10, 20180 Word on the street is that this morning, an analyst on the trading floor walked into his managing director’s office and said that he was out. When asked why, he mentioned that he got into Bitcoin at $4. We do not know any details beyond that, but must have been
Trends in Chinese Technology Stocks China Media & Entertainment Technology Trends by Matt - November 28, 2017January 28, 20180 After writing a technology section and a media section, we are following up with some current trends in the space that will drive cash flow and valuation for the companies that will be involved. At first we were going to touch on global technology as a whole, but it has
Trends in Real Estate in Canada Canada Real Estate Trends USA by Matt - November 10, 2017February 19, 20180 Real estate is a popular asset class for investors right now, especially unsophisticated investors who are sitting on a lot of cash. We discuss recent trends in retail, multifamily (residential real estate rented out for commercial purposes) and hotels and some of the drivers behind why they are moving in
No Bubble in Vancouver and Trends in Real Estate in Canada Canada Real Estate Trends by Matt - November 5, 2017July 10, 20180 Real estate is very important relative to the size of the Canadian economy, in no small part due to longstanding robust foreign investment in a country perceived to be politically stable with strong legal frameworks and the country’s low population density. Real estate is an especially attractive vehicle to park