U.S. Bond Yields Are Going Higher
Stocks have reacted more forcefully to the Trump win compared to bonds. There are sound economic reasons to argue that it should be the other way around. Unless the Fed […]
Goldilocks Once More?
With the rate rise, both the stock market and the bond market rallied. Both markets seem to believe that the Fed is not behind the curve and inflation won’t be […]
Ambarella’s Future Is Bright Beyond GoPro
Ambarella’s revenue growth is once again hobbled by GoPro’s large inventories, and the company will see little growth this year overall. Somewhat more worrying is that GoPro is also sourcing […]
Finisar’s Crash Is Opening Up An Opportunity
Seasonal softness and some technical problems messed up Finisar’s third quarter, and this will have an effect on its fourth quarter as well. This doesn’t look like the beginning of […]
Can Netgear Become A Growth Stock?
NETGEAR displayed a stellar performance in 2016 as it managed to restructure its declining SPBU unit. Retail and commercial sectors put in a stellar performance, but these will be difficult […]
Masimo: Hot Shares Need To Cool Off
Masimo is a company that is likely to experience good top and probably even better bottom-line growth. This is driven by innovation and a cooperation deal with a big competitor […]
Himax: Left Behind In The Trump Rally No More
Himax experienced a number of mostly temporary setbacks and the shares plunged to $5. However, the recovery in the share price has been almost as fast, the shares have rallied […]
Workday Versus Shopify, 2 Cloud Platform Companies Compared
Cloud platforms open the possibility for significant economies of scale, scope and network effects. When these forces are strong, a virtuous cycle can ensue in which the company’s position becomes […]
The Euro Can’t Break Up
The euro is highly dysfunctional, it confers few economic benefits, has been an economic disaster and is a source of political problems within the EU. It was never easy to […]
Melt Up… What Is Really Driving The Epic Stock Rally?
The dominant opinion about what has caused the stock market rally is that it is expectations of a Trump reflationary package. But such package is likely to be a year […]