5th June 2014 After the excitement(!) of the build up to today’s ECB meeting we have had a remarkably muted response to the raft of measures that were announced. To be fair, the market is still coming to terms with the announcements and it will likely take a number of days for the full implicationsContinue reading "More Market Commentaries"
Unstoppable
Going back to a previous post about how the US stock markets is destroying technicals and little trust can be applied to prior valuations methods (see Trust Noone), it is clear that the current Bull market might be here to stay. Even large, systemic events like the US Government shutdown or even a S&P Ratings downgradeContinue reading "Unstoppable"
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Hasting vs Thiel Full NYT story
Survivor
In trading, the importance of understanding one's cognitive biases is invaluable. Without a objective and personal realisation of what influences our decisions, it is difficult to make money and sustain making money in the long term. Not only is it important to recognise what biases most affect us but it also important to differentiate themContinue reading "Survivor"
Gainz
Travelling to Cambodia for the last fourteen summers allows one to see the distinct speed with which Asia is developing. The country has gone from dirt roads and motorbikes to skyscrapers and Rolls Royces. And it is obvious that the Asian middle class is quickly becoming the most relevant market for most multinationals: with 4Continue reading "Gainz"
World, in Data
Sometimes a chart needs to be looked at and just enjoyed...
Market Commentaries
And more... 22nd May 2014 A very frustrating day. On the one hand it feels that the tide may finally be starting to turn in favour of a rate hike this year while on the other, the European and US data while strong are hardly blowing the doors off and bunds remain resolutely well bid.Continue reading "Market Commentaries"
Milestones
With the recent acquisition of WholeFoods, and the rumours around the potential meal-delivery service that could follow, Amazon is positioning itself as one of the largest, most forward-looking companies in the world. It wants to sell not only books and retail products but use its primer delivery service to become the platform where customers canContinue reading "Milestones"
Follow the Leader
As a fintech start-up, iCare Benefits is trying to offer our low-income clients a sustainable, long-term purchasing solution for everyday products and services. Our idea is to provide a all-inclusive purchasing platform where our customers can buy everything they might need (from phones and TV, through insurance and spectacles and all the way to foodContinue reading "Follow the Leader"
Death by Overfunding
Start-up failure is common and is sometimes difficult to accept when the company has been one's personal journey. But understanding the reasons behind the failure is the critical part for every entrepreneur. According to CB Insights, almost 50% of Start-ups fail because a lack of market need (ie: there is no real market for theContinue reading "Death by Overfunding"
Pablo F. Alonso Caprile 