U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Apple Remains One of Our Best Ideas in Tech as Innovation Lives On; Maintaining $140 Fair Value
We like what we saw out of Apple’s jam-packed product announcement event on Sept. 9, as the company continues to push the envelope on hardware,...
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Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
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What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
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