Why Tesla will be the only tech company succeeding in making cars

The idea of having companies, in the world’s most innovative geography, trying to reinvent an old industry, seems very alluring. Theoretically, it makes sense. Traditional companies in the century-old auto industry seem to have become crystallized, without the necessary nimbleness to bring about revolutions. Consequently, during the last couple years, tech companies started flocking into… Read More Why Tesla will be the only tech company succeeding in making cars

How to take advantage of a global mess? Burberry Group plc

(Image: A. Davey) The big picture Before embarking on stock picking exercises, let’s take a look at the macro environment. The general market is still living under the weight of several uncorrected excesses and it has only been authorities’ intervention that has kept the whole system together. Now and then, the financial system look at… Read More How to take advantage of a global mess? Burberry Group plc

A trendless market is a treacherous one: Market Outlook

The current market lacks conviction but there is a slightly positive bias under way. Right now, it might sustain the current trend or be disrupted by some negative development. We analyze both cases and try to adapt our portfolio to further developments. [Picture by Pete Bellis] At this point into 2016, the uncertainty is so huge that trying to outguess the… Read More A trendless market is a treacherous one: Market Outlook

Social Media: The age of information will amplify investors’ biases

Picture credit: Jason Howle Since the computer’s massification, the way people deal with information has been shifting at a steady pace. If we could go back in time and see how people used information in the 70’s and compare it with the present, we would be astonished with the transformation. In the beginning, it was the… Read More Social Media: The age of information will amplify investors’ biases

Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And Brexit

Summary The zero interest rate era generated low demand on this asset class. The end in QE3 followed by the problems in China and the bust in oil price decreased investors’ appetite for the US stock market. Naturally, capital flowed to more interesting opportunities. Venture capital was among them. Several dynamics are now simultaneously at… Read More Recipe For Gold Alchemy: The Venture Capital Boom And Bust, China And Brexit