Pimco analysts Richard Clarida, Andrew Balls, and Daniel Ivascyn cite “insecure stability” as a key factor that will affect policy decisions around the world. “Over our five-year secular horizon we […]
While growth has clearly decelerated, Tableau is still the leading data analytics provider. The company is making a sensible move towards a subscription-based model. This puts a damper on growth […]
Amazon has enjoyed a significant first mover advantage in cloud computing, enabling it to establish a presence that is much bigger than any of its competitors. This enabled the company […]
The euro is basically unbreakable as the cost of leaving has increased. The amount of discipline necessary to keep the euro together is unprecedented. And countries have shown willingness to […]
Amazon’s platform is driven by powerful economies of scale and scope. It is able to offer an increasing variety at prices that are difficult to match for the competition and […]
Criteo is one of those stocks you buy and then can almost forget about. Since going public, the company has managed to exceed Revenue ex-TAC and adjusted EBITDA guidance for […]
A pundit argues that the S&P can double in five years, or sooner; we kick the tires of the reasoning behind this. One part of the argument seems actually reasonable […]
Another optical network company has fallen by the wayside on a China slowdown. Acacia’s fall has been exaggerated by a secondary offering, a large dependence on China and an unusually […]
Ctrip, the Chinese online travel giant, has finally broken out of its trading range. And with good reason, revenues are still increasing at a very fast rate and margins are […]
Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will […]