Paul de La Baume

Paul de La Baume


Cloud wars: opportunities in Amazon, Google, Microsoft?

This year’s shakeout in tech may offer substantial opportunities for investing in cloud infrastructure giants, benefitting from stellar growth fuelled by rapid cloud adoption and solid balance sheets. Could the ...


Are investors worrying too much about the US consumer?

While fears over the health of the US consumer are high, data and earnings reports reveal a strong, but rapidly changing spending patterns. Is it ...


What now for crypto after the Luna / Terra crash?

The meltdown in Luna and its TerraUSD stablecoin brought chaos to crypto markets. This raises the question of whether stablecoins are understood and potentially offer a rare buying opportunity for ‘quality’ crypto ...

StocksAsset AllocationS&P500

Investing takeaway from the Q1 earnings season

Underneath the surface, earnings reports revealed a tremendous number of clues about the rapidly changing economic landscape. Who are the winners and losers and what does it mean for stocks? ...

StocksAsset AllocationS&P500

Why the S&P500 equal weight could be a wise choice

There is a lot of merit in the traditional capital-weighted S&P500, but it also comes with risks as it is heavily skewed towards today’s winner. Could the equal-weighted S&P500 offer a broader ...


Could Big Tech stage a rally?

In January this year, Big Tech stocks saw their largest pullback since March 2020. Faced with uncertainty surrounding the Fed’s tightening cycle, supply-chain issues, and war in Ukraine, investors have shied away ...


Could Ethereum’s “Merge” upgrade send it to new highs?

Excitement is building for Ethereum’s “Merge”, which hopes to increase scalability, security, and sustainability. Could the game-changing technology drive Ethereum to new highs?


European equities: is the worst behind us?

The bad news is accumulating for Europe. Questions about a European recession abound. European dependence on Russian energy and grain imports is adding to inflation woes. Volatility is here, but…. is the worst ...

StocksTechnologyAll about bankingfintech

Will Big Tech transform banking?

Tech giants are entering financial services on several fronts, from payment solutions, creditworthiness algos, crypto, to ‘buy now, pay later’. Is it a question of time before they take on large banks or is there ...


Chinese tech: Opportunities in the rollercoaster ride?

The recent volatility in Chinese tech giants has provided interesting trading opportunities. The internet giants are highly exposed to regulatory scrutiny, but could there be light ahead of the tunnel? ...


Google acquires Mandiant, a Cybersecurity superstar

Google Cloud is ready to acquire Mandiant, a prominent star in cybersecurity that has a history of uncovering gigantic hacks: Chinese hackers in 2013 and the famous SolarWinds incident in 2019-20. Could Mandiant ...


Finding winners in food delivery

The boom in food delivery of the last few years is predicted to reach more than USD40 billion by 2025. What are the top trends shaping investors’ appetite and who are the major players?


12 hours ago

#stocks zoom higher after softer #inflation data #trading $SPY $QQQ

16 hours ago

#Gold: March is Best Month since July 2020! $GLD #trading

2 days ago

#Risk aversion for European bank shares continues #europe #stocks