Ep 181: Pinterest’s sad 2Q but promising future ahead

What’s going on? Pinterest reported disappointing 2Q results. What does this mean? Pinterest’s revenue and profit missed forecasts, and why it gave a worse-than-expected revenue outlook for this quarter too. Pinterest lost 5% of its monthly active users yoy in 2Q 2022, accumulated by accelerating competition from TikTok, and a traffic-disrupting change in Google’s search algorithm. Advertisers…

Ep 171: Deutsche Telekom increasing its stake in T-Mobile US and what’s next

What’s going on? Deutsche Telekom (German telecoms) agreed to increase its stake in T-Mobile US (American wireless network operator) by 5% through SoftBank (Japanese tech conglomerate), bringing the total ownership to almost 50%. What does this mean? In return, SoftBank would receive 4.5% of Deutsche’s shares. Deutsche also seems serious about increasing in T-Mobile US to more than…

Ep 153: Foxconn’s positive quarterly result and the electronics industry

What’s going on? Foxconn (Taiwanese electronics giant) released a surprising pleasant quarterly yoy growth of 30% yoy, while reducing future sales forcast. What does this mean? Foxconn is the world’s largest manufacturer of electronic equipment for other companies, including iPhones for Apple. Strong demand for smartphones and other consumer gadgets helped its profit surge beyond…

Ep 145: Eurozone bond yields are promised not to rise

What’s going on? The European Central Bank promised to keep eurozone bond yields from rising. What does that mean? Like the US, the eurozone’s pumped lots of money into the economy to keep things stable throughout the pandemic. Now that a recovery’s near, investors are worried that those money would lead to inflation, forcing the…

Ep 55: The Way Of Diversification

What’s Going On Here? The world’s largest pension fund revealed its stock, bond, and currency investments all followed one another and lost money at the end of last year. What Does This Mean? A “diversified portfolio” – comprising stocks, bonds, and more – is a good way to offset any losses in one asset with gains elsewhere. And by rebalancing regularly, a…