Markets can ride the COVID-19 vaccine wave for now, but there’s still discovery, development, and the long road to commercialization that lies ahead. PredictMedix ($PMED.C) made news this year…
Arth Gupta
Institutional failure at every level of decision making in the United States is why COVID-19 in the world’s largest economy is neither contained nor controlled. A healthy reminder –…
The new economy is digital. It’s in the trillions, so increasing digitization of the world has led to an increased risk that some parts of the ecosystem will be…
The common thing between Uber, Airbnb, and Amazon is that they’re not just billion-dollar giants, but a very specific type of platform – a two-sided marketplace. A two-sided marketplace…
When you have one hammer, everything begins to look like a nail. For the Fed, it’s “print money, cut rates”. Act First, Think Later It began in 2008 when…
Technology is different from every other sector by virtue of one important factor – it scales. Because technology is scaleable, firms penetrate international markets easily, exercise greater pricing power,…
Keynes once said that “the market can remain irrational longer than you can remain solvent”. Fundamentals departed market valuation long ago, but you could’ve at least expected market reaction…
Here’s a simple and effective investment strategy: invest in companies that sell
products with growing inelastic demand….
After the price war on oil, futures contracts expiring on Tuesday hit the negative territory on Monday. But where’s the actual oil? Quite literally, the ocean. At least one…
What happens when a global pandemic meets a price war on oil? Or, what happens when severe practical problems meet ineffective policymakers? Rather, what happens when an exogenous shock…