Tag: equity bubble

2021 Outlook: The Froth Will Continue

2021 Outlook: The Froth Will Continue

From Bubble valuations to zombie companies to Cleantech, 2021 is likely to deliver more of the excesses of 2020. Barring a negative event out of left field, it will take a meaningful interest rate hike and/or corporate tax increase to derail the asset bubble of 2020 that bled into equities, fixed income, home values, lumber, … Continue reading 2021 Outlook: The Froth Will Continue

Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

Robinhood and other Fintech firms are using Social Media-based principles and tools such as "gamification" software to drive customer growth and usage. Legacy Asset Managers are taking the M&A route. Order Flow Revenue or "Pay-to-Play Revenue" is the revenue that Asset Managers generate from directing equity and options order flow to various trade execution firms … Continue reading Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

Tesla Should Acquire Volkswagen

Tesla Should Acquire Volkswagen

Volkswagen AG would provide Tesla with a large scale unit base (approximately 11 million vehicles sold in 2019 compared to 370,000 Tesla vehicles sold) that Tesla could leverage in part to accelerate technology development by 1.) deploying Tesla's technology across VW's much larger fleet and 2.) utilizing VW's cash flow to fund technology development. Tesla … Continue reading Tesla Should Acquire Volkswagen