stock valuation
A 60% Price Cut and a Calm Voice: Decoding Cantor Fitzgerald’s Puzzling Market Signal
A 60% price target cut paired with a “don’t panic” message? We decode Cantor Fitzgerald’s puzzling signal and what it means for the market.
The Investor’s Mosaic: Decoding Market Signals from China’s Debt to Fed Whispers
A deep dive into the interconnected signals of the global economy, from China’s debt crisis and stock valuation to the subtle hints from Fed presidents.
Echoes of 2000? Why the Bank of England is Sounding the Alarm on ‘Stretched’ Stock Valuations
The Bank of England warns UK stocks are most stretched since 2008 and US stocks since the dot-com bubble. What does this mean for investors and the economy?
Pharma vs. Platform: The Unseen Economic Divide Investors Can’t Ignore
Pharma and tech seem similar, but their economic models are worlds apart. One’s value is finite; the other’s can compound. This changes everything.
The Rybelsus Revelation: Why One Chart Correction Unlocks Novo Nordisk’s True Value
A minor chart correction for Novo Nordisk reveals a major lesson in financial analysis, highlighting the crucial difference between its diabetes and obesity drugs.