From Prime to Priced-In: Amazon Enters the Value Club
📦 From Prime to Priced-In: Amazon Enters the Value Club Amazon is now a value stock. Yes—that Amazon. 📦 The one with a 36x+ P/E that uses my front porch more than I do. This is the company that rewired how we shop, built a cloud empire, and turned endless cash burn into a real, […]
Demographic Shifts: How Aging Economies Impact Emerging Market Asset Prices
Perspective by: Jason Hsu, Founder & CIO at Rayliant Global Advisors / Portfolio Manager for $RAYC, $RAYE, $RAYD, and $RAYJ / East West Bank Chief Economist Famed French sociologist and philosopher Auguste Comte said that demography is destiny. Indeed, aging demographics are one of the most predictable macro challenges for humanity—the ultimate slow-motion train wreck. The world […]