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

Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]

Photo Credit: 3D Systems As the dust settles around 3D Systems, investors need to understand what will be the new company direction. The first quarterly conference call featuring Vyomesh Joshi provided good clues about the strategic vision for the company. The first impressions point to a shift in focus from tech to business model fine-tuning.… Read More Where Do We Go Now? Vyomesh Joshi Starts Unveiling 3D Systems’ Future [SA Exclusive]