LendingClub has an interesting, all-weather business model that produces several synergies. During difficult times, it can use the information generated by its marketplace to seek out the best risk/reward borrowers […]
The new UK government proposed an ambitious program of tax cuts and energy price caps, but they took the financial markets by surprise and they balked. The ensuing sterling and […]
For inflation to become ingrained, we need inflationary expectations to blow up and cause a wage-price spiral to take hold. Decades of losing bargaining power are making the labor market […]
nflation is mostly a supply problem, and these problems are difficult to tackle with demand policies but are sorting themselves out. There are few signs that inflation is becoming ingrained […]
SurgePays has a rapidly expanding mobile broadband business that has increased subscribers from 30K at the start of the year to 220K now. This produces an $80M run rate and […]
Akoustis Technologies, Inc. operates on the cutting edge of RF filter technology in growing markets, producing a secular tailwind of rising demand. This is demonstrated by raking in new customers […]
The Fed is embarking on an almost Volcker-style campaign to slain inflation once and for all, but we think they are overdoing it and risk a hard landing. Inflation was […]
The pandemic boom produced a cash flow bonanza that enabled the ZIM, a nimble container shipper, to deleverage and pay outsized dividends. However, with spot rates now collapsing in the […]
The company has promising tailwinds from electrification and IoT but is going through a soft patch that might very well get worse near-term. However, the company still manages to outperform […]
Super Micro Computer, Inc. is undergoing a successful transformation from one that offers products to a company that offers solutions. This is accompanied by an acceleration in revenue growth and […]