Heart diving into heavy clay Forever bound and lost in this kettle of earth Poison, sweet as apple pie, spreading through my head Like wildflowers in a field Reach into my mind like a jar of candy And bleach it clean Eyes drifting into a new place An unwinding dream Filming stars in my defeatedContinue reading “Last embers – March 2022”
Author Archives: Devlin Demontigny
Will the Japanese Yen become a safe-haven asset again? – March 2022
The Japanese Yen was for some time considered a safe-haven currency kind of like the Swiss Franc. It has low interest rates, a strong net foreign asset position, liquid markets and is backed by a stable economy. The currency of the worlds third largest economy with more than 100 million people has not been doingContinue reading “Will the Japanese Yen become a safe-haven asset again? – March 2022”
Sea Limited Analysis – March 2022
Sea limited (NYSE:SE) is a publicly listed company based in Singapore that operates in mainly in Southeast Asia. It is currently trading around $93, down from a peak of $372. Is it a buying opportunity? They have 3 running segments: gaming, e-commerce and fintech. Gaming is its powerhouse, the only segment generating a profit. CalledContinue reading “Sea Limited Analysis – March 2022”
Majordomo – February 2022
I’ve become a preconfigured dream Sitting rent-free Waiting for a good day Instead I am suspended in a cloud of memories Slowly folding like fleece The fog is coming Copper-bottomed flowers suffocate In the heat of an endless summer Steadily churning into The all-knowing peppermint peel of my spirit This face doesn’t belong to meContinue reading “Majordomo – February 2022”
Shopify Analysis – February 2022
Shopify (NYSE:SHOP, TSX:SHOP.TO), an e-commerce company slid 17% Wednesday as it reported quarterly and annual results and expected slower revenue growth in 2022. The stock is down over 50% from its peak in November 2021. Is it a buying opportunity? If you look at Shopify’s Net Income of last year, it looks pretty good. ButContinue reading “Shopify Analysis – February 2022”
Chipotle Mexican Grill Avocado Crisis – February 2022
A new report came out today that the U.S. government has suspended all imports of avocados from Mexico after a U.S. plant safety inspector received a threatening message. Apparently drug cartels have some interest in avocado growing and are taking advantage of avocado growers I believe this could negatively affect the stock price of ChipotleContinue reading “Chipotle Mexican Grill Avocado Crisis – February 2022”
Thoughts on Quantitative Tightening – February 2022
Quantitative Easing (QE) is a bond-purchasing program where central banks buy government and corporate bonds as well as mortgage-backed securities. Central banks around the world have used QE during the pandemic to stimulate the economy and lower yields on long-term bonds. Printing money to buy these assets, inflation can occur not long after. But QEContinue reading “Thoughts on Quantitative Tightening – February 2022”
Bosnia on the Brink of War – February 2022
In the 1990s, there was a bloody conflict in Bosnia and Herzegovina, a country in central-eastern Europe formally part of Yugoslavia, a communist state encompassing nearby countries. It was Europe’s bloodiest conflict since World War II. The conflict ended with a power-sharing agreement of semi-autonomous states and leadership spread between the three main ethnic groups :Continue reading “Bosnia on the Brink of War – February 2022”
End of my Imagination – February 2022
Swimming against the current of the clouds Into oblivion The weight of a river upon my shoulders A river of tears Let it crush me until I crack The devil collects little bugs to put into The mossy ruins inside my head, Bearing no ressemblance to this growing world Send me into the stratosphere andContinue reading “End of my Imagination – February 2022”
Desert Fossil – January 2022
God plays pretend Waiting for my final days The Devil sits by, idle, Watching trains go by Nestle in the strangest corners of my brain My eyes lit up like lightbulbs Cars move around me, They know my strength Cigar fumes contour my body, Warming my heart I am a stolen masterpiece, With no valueContinue reading “Desert Fossil – January 2022”
Devlin Demontigny 