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GREY BRIEFING #10: New all-time highs – will the rally continue until the Fed meeting?
Welcome back to the tenth GREY BRIEFING! The first week of October once again brought new all-time highs on the US stock markets. Despite the ongoing government shutdown and the lack of labor market data, the indices performed remarkably well...

Tesla - stock analysis
Tesla has been synonymous with electric mobility for years and has ushered in a new era for the global automotive industry. The company produces electric vehicles, energy storage systems, and solar technologies, combining vehicle manufacturing, charging infrastructure, and...

GREY BRIEFING #09: Probability of recession and pension funds against the market?!
Welcome back, dear readers, to the ninth GREY BRIEFING! This week, economic data and trade risks determined the direction of the US markets. Robust growth figures (+3.8% annualized) and solid consumption indicators...

Nu Holdings - Share analysis
Nu Holdings, better known as Nubank, has grown from a Brazilian fintech start-up to one of the largest digital banking platforms worldwide in less than a decade. The neobank pioneer plays a central role...

Coupang - Share analysis
Coupang is South Korea's leading e-commerce group and has grown from a start-up to a dominant platform for commerce, logistics, and digital services within just a few years. The group combines an extremely...

Market outlook - September
Indices – Commodities – Crypto – Forex – Bonds September was dominated by the Fed's interest rate cut. Powell lowered interest rates by 0.25 basis points – the market had...

GREY BRIEFING #08: Option expiry & interest rate cut: Wall Street on track for record highs
Welcome back, dear readers, to the eighth GREY BRIEFING! This week was dominated by the Fed's interest rate cut. On Wednesday, the key interest rate corridor was lowered by 25 basis points to...

Uber - stock analysis
Uber Technologies is no longer just a ride-hailing pioneer, but a global platform company that dominates the interfaces of mobility, delivery, and logistics. With more than 180 million monthly active users...

Broadcom - Stock analysis
Broadcom is one of the beneficiaries of the AI investment cycle and combines a leading semiconductor portfolio with a growing infrastructure software business as a "dual engine." With AI chips, networking, storage connectivity, and virtualization, the group addresses the performance...

