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Outlook for H2 2021

Temitayo Jul 05, 2021

Our 2021 investment outlook

Temitayo Jun 03, 2021

U.S. consumers are surprisingly strong. Never before have we seen such high unemployment (currently 6.7%) accompanied by rising personal incomes, a savings rate that has doubled in one year, lower credit-card balances and higher net worth.

Impact of Covid-19 on Industries and outlook on a post-Covid / Inflationary Environment.

Temitayo Jun 03, 2021

Automobiles: This sector was positively impacted by the covid crisis as more people saw the need to move around in their private automobiles which led to an increase in sales of cars. There was also an increase in sales of lorries, scooters mainly because more delivery companies purchased them as there was a surge in online deliveries.

THE CASE FOR PALANTIR

Temitayo Jun 02, 2021

Palantir builds software that allows organizations integrate their data, their decisions, and their operations into one platform. Their software empowers entire organizations to answer complex questions quickly by bringing the right data to the people who need it.