State of the Chinese Market
This article discusses the current state of the Chinese economy with an emphasis on growth, employment and the multi-year real estate crisis.
Our Analysis
Taking stock: Latest Market Movers
In this article, I look at what has been driving the wild swings in the markets over the past week and reflect on how I should reposition my portfolio.
The Short Squeeze (and Gamma Squeeze) and Why You Should be Concerned – a GameStop Case Study
In this article, I discuss the recent showdown between retail traders and Wall Street hedge funds, short squeeze, gamma squeeze and why you should be concerned about such trades.
What have Money Managers been up to?
In this article, I explore what hedge fund managers / other money managers have been up to recently.
Quick Thoughts on Nanofilm Technology IPO
In this article, I share my brief research on the Materials Deposition market, Nanofilm’s competitiveness in the market, and discuss my thoughts on Nanofilm Technologies’ IPO.
Intel troubles, AEM fumbles?
In this article, I discuss the latest developments in the PC / DC space, the troubles faced by Intel and how it affects AEM.
The article is split into two parts — a commercial review section and a financial analysis section.