Analyst Articles

February FinTech M&A Frenzy

Lending Club become first FinTech to acquire a bank; Morgan Stanley acquires E*Trade; Intuit acquires Credit Karma; Green Dot gets activist shareholder pressure. [more]

Recession Barometer - word montage
Economic Insights

Recession Barometer – No Worries for USA, Yet

We have completed a comprehensive review of the possibility of a recession occurring in the USA in the near future. While there is no expectation currently, if Covid-19 escalates globally, the situation could change very quickly. [more]

Model Oil Portfolio

Oil Portfolio Decline Levels Off

The Energy Sector fared a little better over the last two weeks. However, our Model Oil Portfolio dropped 0.9% and is now down 5.7% since inception on June 2, 2019 while, for 2020, it is off 14.6%. Many of the benchmarks we use are also struggling. The fear is that the coronavirus could spread globally and instigate a significant slow-down in a variety of economic areas. [more]

coronavirus
Biotech/Pharma

Is The Coronavirus Out Of Control?

Despite the third day in a row of a decreasing number of new coronavirus cases, the virus could yet turn into an uncontrollable global pandemic. Bill Gates worries that the virus, if it reaches Africa, could wipe out ten million people. [more]

Analyst Articles

Uber and Lyft 2019 Performance and 2020 Guidance

Uber and Lyft, the two largest ride-sharing companies competing to be the leader in the global markets, just released their Q4/2019 earnings and guidance for 2020. In 2019, Uber had quarterly net loss of US$1.1B and annual loss of US$8.5B; Lyft had quarterly net loss of US$356M and annual loss of US$2.6B. Both plan to be EBITDA positive by the end of 2020. [more]