Alibaba’s Cloud Intelligence Group Spin-Off: The First Look
The aim to bring in external strategic investors before the spin-off will provide a valuation benchmark. Our analysis points to a Cloud business...
537 Views
Artificial Inconsistencies
Artificial Intelligence brings the Beatles back together, and Global Fund Managers are joining the AI boom. But NOT because of superior fundamentals.
289 Views
Getting Tactical with Nasdaq-100 NDX ($QQQ): Valuation Disconnected Via Its Cost of Capital
Gap opened up possibilities: Hedge, Sell, Trim, Short Sell, Collar. First of all, let’s see how the Nasdaq-100 (QQQ) did in 2023 along with the S&P...
265 Views
Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
253 Views
Weekly Stock Bullfinder - Week of 5/1
When considering future investment opportunities, the renewable energy transition continues to be an exciting space to investors given its enormous...
276 Views