Ubernomics: Billions In Bookings, But Still Not Yet Profitable
A new proposal from the US Department of Labor could uproot the way the gig economy operates by forcing companies to recognize workers as e
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Research &
Market Insights
Ryan Cullen
- Oct 10, 2022
- 4 min
Stocks Are In A Bear Market — What Does This Mean & What Can You Do
The words "bear market" strike fear into the hearts of many investors. But these deep market downturns are unavoidable, and often relatively
Ryan Cullen
- Oct 10, 2022
- 1 min
TikTok's Parent Company, ByteDance, Is Outspending Peers To Grow Fast
The WSJ has released a report revealing the latest financials of TikTok’s parent company Bytedance, detailing just how expensive going viral
Ryan Cullen
- Oct 6, 2022
- 2 min
The SEC Is Cracking Down On Celebrity Crypto Endorsements
Kim Kardashian is handing over $1.26m to settle a lawsuit surrounding a crypto advert she posted for EthereumMax on Instagram back in June 2
Ryan Cullen
- Oct 6, 2022
- 1 min
Job Openings Fell Again In August, As Companies Rein In Hiring
New data out yesterday showed that job openings in the US fell by more than 1.1 million in August. That's the second largest monthly decline
Ryan Cullen
- Sep 27, 2022
- 1 min
Peloton Doesn't Make Money From Selling Equipment Anymore
High-end fitness equipment company Peloton scored a big victory this week, announcing a deal with Amazon that sent the company's share price
Ryan Cullen
- Sep 27, 2022
- 1 min
Consumers Can't Keep Track Of All Of Their Subscriptions
Subscription models are everywhere. Socks, streaming sites, your favorite coffee shop, razors — even toilet paper. You name it and these day
Ryan Cullen
- Sep 26, 2022
- 1 min
The Fed Is Hiking Further & Faster Than Any Time In Modern History
This week the Federal Reserve signed off on its third consecutive three-quarter point rate hike, lifting the benchmark federal funds rate to
Ryan Cullen
- Sep 26, 2022
- 8 min
Inside TSMC, the Taiwanese chipmaking giant that’s building a new plant in Phoenix
Cullen Cioffi Capital Management Department of Equity Research As the world grapples with an ongoing chip shortage, a quiet giant among...
Ryan Cullen
- Sep 23, 2022
- 4 min
Jerome Powell causes Goldman to cut its S&P 500 price target. Again.
Critical information before the U.S. Trading Day During the height of the bull market – which, boy, seems so long ago – the call-option...
Ryan Cullen
- Sep 23, 2022
- 3 min
Almost Half of Stock Pickers Beat the Market in Early 2022 Selloff
Actively managed large-cap funds are on track to log their best performance in 13 years amid high inflation and rapidly rising interest...
Ryan Cullen
- Sep 21, 2022
- 2 min
Checking In On Meme-Stock Mania: Where Are They Now?
Last month news came out that a college student, Jake Freeman, had made $110m trading shares in Bed Bath & Beyond.
Ryan Cullen
- Sep 21, 2022
- 1 min
The US Dollar Has Gained Against Every Major Currency
The dollar in your pocket might buy a little less at the grocery store thanks to inflation, but if you travel abroad you may actually find
Ryan Cullen
- Sep 21, 2022
- 1 min
Porsche Has Been A Jewel In The Volkswagen Group Portfolio
This week Volkswagen confirmed its intention to float shares in Porsche —an IPO that would be one of the largest in recent European history.
Ryan Cullen
- Sep 21, 2022
- 1 min
Norway's Sovereign Wealth Fund Has An Enormous Stock Portfolio
Norway's Sovereign Wealth Fund, the world's largest, announces it will require companies it invests in to be net-zero emissions by 2050.
Ryan Cullen
- Sep 16, 2022
- 1 min
The Second Largest Cryptocurrency, Ethereum, Just Changed Forever
MERGE For those with crypto-loving colleagues or friends, you may be sick of hearing about "the merge". For the uninitiated however,...
Ryan Cullen
- Sep 16, 2022
- 2 min
Adobe Has Designed Its Way To An Enormous Subscription Business
Yesterday software design giant Adobe announced a $20bn deal to buy Figma, its browser-based rival that was only founded in 2012.The idea fo
Ryan Cullen
- Sep 14, 2022
- 1 min
The US Stock Market Just Had Its Worst Day Since 2020
"It's not what you don't know that gets you in trouble, it's what you know that just ain't so". Those words from Mark Twain were relevant ag
Ryan Cullen
- Sep 2, 2022
- 1 min
The Strategic Petroleum Reserve Has Hit Its Lowest Level For 38 Years
Scraping the barrels America’s crude oil stockpile has fallen below 450 million barrels, marking its lowest level since 1984, as the...
Ryan Cullen
- Aug 31, 2022
- 1 min
Snapchat's Advertising Business Has Matured, But Losses Keep Mounting
Snap Inc., the parent company of Snapchat, is reportedly set to layoff 20% of their employees, putting 1,200+ people at risk of losing...
Ryan Cullen
- Aug 31, 2022
- 1 min
The Buffett Indicator: Where Are US Stock Market Valuations Now?
The US S&P 500 Index fell some 23% in the first six months of the year, as biting inflation gave policymakers few options but to raise inte
Ryan Cullen
- Aug 19, 2022
- 1 min
Lululemon Has Built A Huge Direct-To-Consumer Business Since 2016
Lululemon reported another set of impressive sales numbers yesterday, as the company best known for its yoga-pants continues to successfully
Ryan Cullen
- Aug 19, 2022
- 1 min
Activity On Airbnb Has Steadily Recovered From The Pandemic
When it comes to parties, Airbnb has a few reservations. The home-sharing site announced a temporary party ban back in 2020
Ryan Cullen
- Aug 18, 2022
- 1 min
The Rise Of Dining Out
We have food at home In the unlikely event that you're a teenager reading this and trying to convince your parents to eat out this...
Ryan Cullen
- Jan 11, 2022
- 4 min
Want To Build Wealth? Stay Away From Bonds.
The traditional financial advisor will tell you that as you get older you should decrease equity exposure and replace it with bonds or...
Ryan Cullen
- Jan 11, 2022
- 5 min
China’s Healthcare Appears Ripe for Digitization
While the pace of digitization in China has astonished investors during the past decade, not all sectors have enjoyed its benefits....
Ryan Cullen
- Jan 11, 2022
- 3 min
Will Automation Cause an Increase in the Unemployment Rate?
Throughout history, automation has sparked fears of unemployment, even though technology appears to have been a net job creator over...
Ryan Cullen
- Jan 11, 2022
- 6 min
The Rotation From Growth Into Value Stocks Has Strengthened This Bull Market
After rewarding innovation-based strategies handsomely in 2020 and early 2021, equity markets have rotated aggressively toward cyclicals...
Ryan Cullen
- Jan 11, 2022
- 3 min
The Online Sports Betting Opportunity
The History of Sports Betting 1961 – The Federal Wire Act The law prohibited the operations of certain types of betting businesses in the...
Ryan Cullen
- Jan 11, 2022
- 2 min
The Potential Impact of Automation on Manufacturing Profitability
In the second part of a series on the impact of automation, we focus on lessons learned from the agricultural revolution. Please read the...
Ryan Cullen
- Jan 11, 2022
- 7 min
We Believe Zoom Is the Fabric Connecting Global Enterprise Communications and the Future of Work
Given its stance against Zoom’s acquisition of Five9 at the current price, we would like to offer Institutional Shareholder Services’...
Ryan Cullen
- Jan 11, 2022
- 5 min
The Rise of Bumble?
In November 2019, I read a paper on the dating market written by a hedge fund I admire, Tyro Partners. Although he does not know I exist,...
Ryan Cullen
- Jan 11, 2022
- 4 min
Strategic Allocation To Innovation: A Comparison to Emerging Markets
We believe a strategic allocation to innovation probably will evolve into a sub-asset class, as did the “niche” strategy of the...
Ryan Cullen
- Jan 11, 2022
- 9 min
Square Valuation Model: Cash App’s Potential
We believe that Square’s (SQ) Cash App could become a leading global consumer financial services provider. If Cash App can monetize 20%...
Ryan Cullen
- Jan 11, 2022
- 3 min
What Streaming Services Can Learn From Netflix
Video streaming services don’t need great content to grow: they need content, period. While counterintuitive at first, think about your...
Ryan Cullen
- Jan 11, 2022
- 8 min
The Coronavirus: Innovation Gains Traction During Tumultuous Times
The coronavirus has thrown the markets for a loop, understandably. Half of the solution is understanding the problem, so we are reassured...
Ryan Cullen
- Jan 11, 2022
- 2 min
Health Care In The Genomic Age
We believe investors need to understand how genomics innovation can be a catalyst for growth. Over the last five years, we have passed...
Ryan Cullen
- Jan 11, 2022
- 2 min
Are Tech Stocks Living in a 2nd Dot-Com Bubble?
Over the past decade, investors have had an infatuation with large-cap tech stocks. Over the past 7 days, the Nasdaq reached a new...
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