Author: Jerry

Market corrections have been inversely correlated to innovation historically. The chart below graphs the Kauffman Startup Activity Index against the S&P 500 Total Return and overlays notable Series A financings. With the exception of 2003, when the global technology markets collapsed, innovation has moved opposite the public markets, most notably around 2008-2010, when the financial … Continue reading Equity Market Correction, Next Wave of “Innovation”?

Could this be the next sub-trend after the explosive growth of HomeAway and Airbnb? This actually reminds me of WeLive, the sub-division within WeWork, responsible for co-living apartments, similar to that of the countless co-working environment in the country. "Home Isn’t Where Your Mortgage Is. The question has shifted. It’s no longer how to move … Continue reading Co-Living, Flexible Housing Options [WeLive & Roam]

Viewing of video-like contents has, in history, been horizontal on most mediums, tarting with the rectangular, horizontal TV then YouTube and finally major social media platforms including the likes of Facebook and Twitter. The main advantage of horizontal content view is bigger viewer perspective for the users and content consumers. This in turn will allow more … Continue reading Vertical Video – The New Content-Viewing Standard?

Platforms that feed a person’s vanity, within communities they care about, become irreplaceable within the lives of their users. Younger generation still care about content & community but the key distinction now is that young people only care about these things insomuch as it helps them to promote themselves. The greater the resulting sense of … Continue reading Content Creation, Self Promotion?

“People don’t want apps for every single business that you interact with,” says David Marcus, head of Facebook Messenger, “…just have a message within a nicely designed bubble … [that’s a] much nicer experience than an app.” Under his charge, Facebook Messenger has tested this approach, building integrations with high profile partners as well as … Continue reading Future of Bots in Application UX?

For an entertainment product to survive a hype cycle it has to provide unique utility, evolve with its customers, and foster communities. Without some form of identity, it’s impossible to form and strengthen lasting relationships with others. While anonymous apps provide an escape, it seems that comes with an inherent expiration date. A quick look … Continue reading Anonymous Apps, Anonymous Future?

I recently saw a list of the Y-Y brand valuation growth for the top global companies on LinkedIn and thought it might be interesting to see the relationship of brand valuation growth and their stock equity price growth. Having followed the equity market on a daily basis, my first sight tells me that brands with … Continue reading Interbrand 100 2015: Brand Equity Valuation v. Stock Price

As with every stock, the price is set up accounting future earning potential of the company. Linkedin forecasted a soft guidelines for the upcoming year which, transitively, forecasted the earning for the future year. TL;DR: they cut future growth in a half, they are still losing money. Why did it went up from $50 in … Continue reading Growth Potential @ LinkedIn after the 45% crash

Since the market has been through some numerous mini turmoils in since the beginning of 2016, I feel the urge to write about the likelihood of a 10% decline in S&P this year. Since today, the S&P YTD return sits at ~(4.9)%. While the mainstream media (Marketwatch, Bloomberg, CNNMoney etc.) flooded the market with recession-prompting … Continue reading Likelihood of a 10% Drop in S&P?

There are several considerations following the surprise Bank of Japan (BOJ) policy announcement on its QE easing with negative interest rate. This reminds me of the negative interest rate European Central Bank (ECB). Even though Japan is going through weak Y-Y nominal GDP growth, it is worth noting that the economy is still one of … Continue reading BOJ-Negative Interest Rate-Eurozone Party All Over Again

The recent China slowdown has put the spotlight back on Alibaba. Alibaba is effectively one of the world's largest shadow banking institution. Despite its "disappointing" 4Q 2015 gross merchandise volume growth (GMV) at 22% vs. 28% prior, Alibaba's GMV stood at a staggering 964 billion yuan ($147 billion) in the final quarter of 2015. Source: … Continue reading Alibaba -The Hidden Fintech Gem

High-yield bonds have been on the rise since the Great Recession as investors chase return without focusing too much on the risk. High-yield bond funds have a high % of energy companies, thus, with the recent precipitous fall of oil price, the impact can be felt hard. A few downstream and upstream energy companies have … Continue reading Junk Bond: Liquidity Crunch

I was listening to the Bloomberg podcast on my drive to work this morning and some economists and analysts were quoting a 45% chance of recession in 2016 and one of the major banks quoted a 76% of recession in the coming year or two. The global economy and equity market has been fattened with … Continue reading Federal Reserve: Rate Hike in December?

Over the past 20 years, the amount of cash on US large cap companies balance sheet have grown almost 7x, sitting @ a current value of $1.7 trillion USD, or 8% of total US market capitalization. After the massive '08 meltdown, companies are holding a more cautious hand in reinvesting that extra cash into improving and enhancing company … Continue reading Excess Cash – Too Much of a Good Thing?

Electronic Arts was literally voted the “worst company in America” on multiple occasions but very well may be up for best company if all things continue. The company is keeping costs under control all the while it continues to develop big releases within its key franchises, and by embracing the digital age with 30%+ growth … Continue reading Electronic Arts – The Greatest Comeback in Gaming Industry?