Signal From Noise
RESEARCH
- Signal from Noise
Game of Chromes: The Next Chapter of Mobility
"When you play the game of thrones [chromes], you win, or you die [go bankrupt]. There is no middle ground." – Cersei Lannister Source: Detroit Free Press An intense quote from an intense show, obviously slightly adapted by our team. However, in a commercial sense, it captures the intense competition...
- Signal from Noise
Where Does FinTech Stand After The Sell-Off?
For much of human history, lending has been a highly regulated business. The Depression and the associated bank runs led to the creation of FDIC insurance and other guard rails for the banking system that consumers embraced. In some ways, the lending business has always been subject to the same...
- Signal from Noise
Healthcare Showing Promise: Why We’re Bullish
Healthcare conversations over the past two years have centered almost exclusively on COVID-19, vaccinations, and therapeutics. Yet the dynamic sector offers much more to dissect as we emerge from the pandemic. This year, investors have flocked to healthcare stocks in search of safe-haven assets that tend to offer consistent revenue...
- Signal from Noise
The Fairest of The FAANG: Special Report on the Tech Generals
On August 9, 2011, Apple became the largest company in the world by market cap when it briefly exceeded Exxon-Mobile for the first time. This marked the beginning of the golden age of the FAANG when their invincibility was assumed, and anything but a positive earnings surprise was out of...