Tencent’s optionality upside: a blue sky for cloud

Why Tencent deserves a second look

While the risks from Tencent being based in China are salient in investor’s minds at present, with many Chinese tech stocks seeing material share price declines, we believe over time the narrative will refocus on the positive revenue and earnings developments that should spring from Tencent’s optionality.

What is the Creator Economy?

Economy

How microtransactions and advertising are sustaining the creator economy and enabling individuals to do creative work they enjoy.

The “cosmic” forces leading the US to MMT

The question of inflation brings us to a larger ongoing debate on the merits, or otherwise, of an increasingly popular idea called Modern Monetary Theory (MMT). The core idea of MMT is that governments who issue debts in their own currency can never default. After all, they can always print money to repay their debts, if needed.