As December 2025 unfolds, global financial markets are characterized by a delicate balance of cautious optimism and persistent uncertainty. A "Santa Claus rally" sentiment prevails, fueled by expectations of central bank easing and a surprisingly resilient, albeit slowing, global economy. While the technology sector continues its role as a primary
From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated positions, inheritance questions, regrets, and remarkable investing wins -- this month's notes run deep and wide.
Shares of e-commerce platform Shopify (NYSE:SHOP) jumped 5% in the afternoon session after the Federal Reserve delivered its third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points (0.25%) to a 3.50%-3.75% range.
Shopify's recent momentum is fueled by revenue beats and strong market sentiment, but ongoing debates over its valuation and profitability persist amid mixed analyst views.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Ottawa, Canada – December 5, 2025 – A new report from the International Monetary Fund (IMF) has revealed that the Canadian economy has demonstrated a surprising degree of resilience in the face of trade shocks stemming from U.S. tariffs, performing better than initial projections suggested. Despite the ongoing trade tensions, the
The U.S. stock market is currently experiencing a significant rally, driven by a confluence of factors centered on improving inflation data and the increasing likelihood of further interest rate cuts by the Federal Reserve. As of December 5, 2025, investor optimism is palpable, with major indices showing upward momentum.
After holding shares of Descartes Systems since 2020, Durable Capital fully liquidated its stake in the company, having sold shares for four consecutive quarters.
Shopify (SHOP) combines strong revenue growth, a debt-free balance sheet, and a bullish technical setup, signaling a potential upward price move for investors.
Ulverston, UK – December 3, 2025 – BGF, a leading growth capital investor, has announced a multi-million-pound investment in Citrus-Lime, a Cumbrian-based provider of cloud retail systems. This significant funding is poised to accelerate Citrus-Lime's ambitious growth strategies, focusing on technological advancements and an aggressive expansion into both domestic and international markets, particularly the United [...]
Software is eating the world, and virtually no business is left untouched by it. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital.
But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 2.6% over the last six months. This drawdown is a stark contrast from the S&P 500’s 14.3% gain.
