News

🎯 Stocks and Crypto
15.06.2022

Will Markets Ever Go Up?

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I sometimes get asked what has surprised me about my move from TradFi to crypto. One thing I didn’t expect is that I miss sell-side research.

 

The research produced by investment banks is easy to dunk on: The price targets usually don’t work out, there’s a lot of noisy maintenance notes, and you have to know that hold means sell, and sell means run for your life.

 

But I’ve worked with a lot of investment bank analysts, and they were universally smart, ethical and trying their best to be right.

 

Sorry, cynics, but there is no conspiracy to inflate markets with bullish analyst reports.

 

Nowadays, I get most of my information from Twitter, which is starting to feel like a conspiracy to deflate markets.

 

The sentiment on the bird app is so overwhelmingly bearish at the moment, it’s hard to imagine it could get any worse.

 

Which means it can only get better?

 

I know it doesn’t work like that — sentiment was awful in 2008, and markets turned out to be even worse.

 

But it’s also unusual for Mr. Market to let everyone be right. So, maybe it’s time to at least consider the radical possibility that markets could, maybe, by some dumb luck, go up?

 

I was reminded that there is a non-zero chance of that while listening to a podcast by RBC, whose US strategists have trimmed their year-end target for the S&P all the way down to 4,700.

 

That’s higher than now!

 

Most of you cynics will scoff at the idea that the market could finish the year higher (let alone at a new all-time high), but, with my aforementioned respect for sell-side research, I was happy to hear that there is still a sensible bull case to be made for risk assets.

 

I found it relatively convincing, as well.

 

In short, the bull case rests on the possibility that the US economy avoids recession, which is what RBC expects: Their economics team sees real GDP growing 2% this year and about 1.5% next.

 

That seems a little optimistic, especially if the Fed shifts into full-Volcker mode tomorrow. But it’s not impossible — which is interesting, because the market seems to be putting a zero percent probability on that not-impossible outcome.

 

RBC notes when net bullishness on the AAII survey is below 10% (it’s well below now), stocks are usually up more than 9% seven months out and more than 15% 12 months out.

 

That may not even be the best case scenario: Coming off of growth-scare lows (2010, 2011 2015/16, 2018) recoveries tend to be “fast and furious,” with the S&P returning to pre-crisis highs within four to five months and finishing 25% higher just seven months out.

 

We may be at a growth-scare low!

 

Probably not, but imagine if we were back to all-time highs in five months. That would mess some people up — which is generally Mr. Market’s favorite thing to do.

 

Will Crypto Ever Go Up

 

What would a surprise rally in equities mean for crypto?

 

On the one hand, the price action in crypto looks pretty conventional: BTC has outperformed ETH and DeFi 1.0 has outperformed DeFi 2.0.

 

That, to me, looks a lot like the S&P outperforming Nasdaq and old tech (INTC, IBM, ORCL, ADBE, CRM) outperforming spec tech (ARKK).

 

On the other hand, I don’t see the current crop of altcoins outperforming in a recovery in the same way you’d expect high-beta equities to outperform low-beta equities.

 

The 2022 sell-off in tech equities is not a particularly scary one. I’m confident that the likes of Apple, Amazon, Alphabet, Microsoft and many more will be great businesses for a long time to come, irrespective of what their stock prices are doing.

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Numba go up?

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Sustainable Business Model Canvas

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Sustainable business models:

1. Definition of sustainability: Sustainability refers to the ability of an organization to operate in a way that minimizes its negative impact on the environment, while also meeting the needs of the present and future generations.

2. Business case for sustainability: There is a growing business case for sustainability, as consumers and investors increasingly demand environmentally and socially responsible products and services.

3. Triple bottom line: The triple bottom line is a framework that considers the social, environmental, and financial impacts of an organization’s activities. A sustainable business model should strive to create value across all three dimensions.

4. Sustainable business models: Sustainable business models are designed to create long-term value for all stakeholders, including shareholders, employees, customers, and the environment. Examples of sustainable business models include circular economy models, green supply chain models, and socially responsible investing models.

5. Sustainable product design: Sustainable product design involves considering the environmental impact of a product throughout its entire life cycle, from raw material extraction to disposal. This can involve using sustainable materials, designing products for recyclability, and reducing packaging waste.

6. Sustainable supply chains: A sustainable supply chain involves ensuring that all suppliers and partners in the supply chain operate in a socially and environmentally responsible manner. This can involve implementing sustainable sourcing policies, reducing waste and emissions in transportation and logistics, and ensuring fair labor practices.

7. Reporting and transparency: Sustainable businesses should be transparent about their sustainability practices and report on their environmental and social impacts. This can involve publishing sustainability reports, participating in sustainability certifications and standards, and engaging with stakeholders to gather feedback.

8. Sustainable finance: Sustainable finance involves integrating environmental, social, and governance (ESG) factors into investment decisions. Sustainable finance can be used to drive positive environmental and social outcomes, while also generating financial returns.

9. Collaborative action: Addressing sustainability challenges requires collaboration across different stakeholders, including governments, businesses, civil society organizations, and consumers. Sustainable businesses should seek to engage with these stakeholders and collaborate on sustainability initiatives.

10. Continuous improvement: Sustainable business models should be designed for continuous improvement, with a focus on reducing environmental impact, improving social outcomes, and creating value for all stakeholders over the long term.

NEWS
15.04.2024
Net Zero and Web3 | PGF7T token on the Ethereum blockchain

pgf500 has a token on the Ethereum network, called PGF7T, which you can use to pay for subscriptions and services within the pgf500 SaaS platform.

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Decentralized Web3 technologies could improve coordination around tackling climate change because they use local knowledge and actors to guide policies and put funding where it’s needed.

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Climate change is a global coordination problem.

The system has failed to coordinate effective policies and capital investment into the commitments necessary to address the most pressing threat to humanity.

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Race To Zero is a global campaign to rally leadership and support from businesses, cities, regions, investors for a healthy, resilient, zero carbon recovery that prevents future threats, creates decent jobs, and unlocks inclusive, sustainable growth.

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You will need to have Metamask to pay with PGF7T token.

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We have chosen to adopt blockchain technology for the launch of 2 innovative decentralized Dapps.

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We believe in Web3 and in the strength of communities.

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The token is on the Ethereum smart contract 0x9fadea1aff842d407893e21dbd0e2017b4c287b6 ,

and the code is public at https://etherscan.io/address/0x9fadea1aff842d407893e21dbd0e2017b4c287b6#code

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QuickSwap smart contract:

0xdd0fDc648a9dbC9be5A735FE4561893a13399Da2

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đź”´ It is possible to buy and sell PGF7T tokens on Uniswap and QuickSwap Exchanges.

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PGF7T token will be listed on other Exchanges soon.

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Price:  PGF7T

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Enjoy the Journey 🚀

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Software as a Service (SaaS) business model

Software-as-a-Service (SaaS) is based on the linear digital business model and uses the internet as its value delivery channel with the code hosted on the cloud.

There are SaaS solutions for pretty much all consumer software as well as a lot of enterprise management software, including most of the traditional software that have moved to the cloud.

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Overview

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Part 1: What is SaaS?

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Part 2: SaaS Business Model Canvas

  1. Key Activities
  2. Value Propositions
  3. Key Partners
  4. Key Assets & Resources
  5. Channels
  6. Customer Relationships
  7. Customer Segments
  8. Revenue
  9. Cost Structure

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SaaS Business Model

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NEWS
10.04.2024
Sustainable Business Model Canvas | Video Tutorial

Sustainable Business Model Canvas

Download the Tutorial

Sustainable business models:

1. Definition of sustainability: Sustainability refers to the ability of an organization to operate in a way that minimizes its negative impact on the environment, while also meeting the needs of the present and future generations.

2. Business case for sustainability: There is a growing business case for sustainability, as consumers and investors increasingly demand environmentally and socially responsible products and services.

3. Triple bottom line: The triple bottom line is a framework that considers the social, environmental, and financial impacts of an organization’s activities. A sustainable business model should strive to create value across all three dimensions.

4. Sustainable business models: Sustainable business models are designed to create long-term value for all stakeholders, including shareholders, employees, customers, and the environment. Examples of sustainable business models include circular economy models, green supply chain models, and socially responsible investing models.

5. Sustainable product design: Sustainable product design involves considering the environmental impact of a product throughout its entire life cycle, from raw material extraction to disposal. This can involve using sustainable materials, designing products for recyclability, and reducing packaging waste.

6. Sustainable supply chains: A sustainable supply chain involves ensuring that all suppliers and partners in the supply chain operate in a socially and environmentally responsible manner. This can involve implementing sustainable sourcing policies, reducing waste and emissions in transportation and logistics, and ensuring fair labor practices.

7. Reporting and transparency: Sustainable businesses should be transparent about their sustainability practices and report on their environmental and social impacts. This can involve publishing sustainability reports, participating in sustainability certifications and standards, and engaging with stakeholders to gather feedback.

8. Sustainable finance: Sustainable finance involves integrating environmental, social, and governance (ESG) factors into investment decisions. Sustainable finance can be used to drive positive environmental and social outcomes, while also generating financial returns.

9. Collaborative action: Addressing sustainability challenges requires collaboration across different stakeholders, including governments, businesses, civil society organizations, and consumers. Sustainable businesses should seek to engage with these stakeholders and collaborate on sustainability initiatives.

10. Continuous improvement: Sustainable business models should be designed for continuous improvement, with a focus on reducing environmental impact, improving social outcomes, and creating value for all stakeholders over the long term.

NEWS
08.04.2024
Net Zero and Web3 | PGF7T token on the Ethereum blockchain

pgf500 has a token on the Ethereum network, called PGF7T, which you can use to pay for subscriptions and services within the pgf500 SaaS platform.

.

.

.

Decentralized Web3 technologies could improve coordination around tackling climate change because they use local knowledge and actors to guide policies and put funding where it’s needed.

.

Climate change is a global coordination problem.

The system has failed to coordinate effective policies and capital investment into the commitments necessary to address the most pressing threat to humanity.

.

Race To Zero is a global campaign to rally leadership and support from businesses, cities, regions, investors for a healthy, resilient, zero carbon recovery that prevents future threats, creates decent jobs, and unlocks inclusive, sustainable growth.

.

.

.

.

You will need to have Metamask to pay with PGF7T token.

.

We have chosen to adopt blockchain technology for the launch of 2 innovative decentralized Dapps.

.

We believe in Web3 and in the strength of communities.

.

.

.

The token is on the Ethereum smart contract 0x9fadea1aff842d407893e21dbd0e2017b4c287b6 ,

and the code is public at https://etherscan.io/address/0x9fadea1aff842d407893e21dbd0e2017b4c287b6#code

.

QuickSwap smart contract:

0xdd0fDc648a9dbC9be5A735FE4561893a13399Da2

.

.

đź”´ It is possible to buy and sell PGF7T tokens on Uniswap and QuickSwap Exchanges.

.

PGF7T token will be listed on other Exchanges soon.

.

Price:  PGF7T

.

Enjoy the Journey 🚀

.

NEWS
08.04.2024
SMEs and Net Zero

Build your green strategy

Calculate your CO2 emissions

Plan an action plan to reach Net Zero

Publish your data on the blockchain

With pgf500 you’ll be able to understand the impact of your business on the environment and take steps to reduce it.

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Net zero refers to the state in which an entity’s greenhouse gas (GHG) emissions are balanced out by the amount of GHG that is removed from the atmosphere. This can be achieved by reducing emissions as much as possible and then offsetting the remaining emissions by removing or sequestering an equivalent amount of GHG from the atmosphere through measures such as reforestation or carbon capture technology.

To become sustainable, companies can take various actions, including:

Adopting renewable energy: By switching to renewable energy sources such as solar, wind, or geothermal, companies can significantly reduce their carbon footprint. Improving energy efficiency: Implementing energy-efficient technologies and practices can reduce energy consumption and associated GHG emissions.

Investing in green infrastructure: Companies can invest in sustainable infrastructure such as green buildings, sustainable transportation, and waste reduction programs.

Reducing waste: By reducing waste and promoting a circular economy, companies can minimize their environmental impact.

Engaging in sustainable sourcing: Companies can source raw materials and products from sustainable sources and promote sustainable practices throughout their supply chain.

Setting emission reduction targets: By setting ambitious emission reduction targets and regularly reporting progress, companies can demonstrate their commitment to sustainability and inspire others to take action.

Engaging stakeholders: Companies can engage with customers, employees, and other stakeholders to raise awareness about sustainability and promote sustainable practices.

Overall, becoming sustainable requires a long-term commitment and a willingness to invest in sustainable practices and technologies. However, the benefits of sustainability, including cost savings, reputation enhancement, and reduced environmental impact, make it a worthwhile pursuit for companies of all sizes and industries.

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~~~

NEWS
04.04.2024
Sustainable Business Model Canvas | Video Tutorial

Sustainable Business Model Canvas

Download the Tutorial

Sustainable business models:

1. Definition of sustainability: Sustainability refers to the ability of an organization to operate in a way that minimizes its negative impact on the environment, while also meeting the needs of the present and future generations.

2. Business case for sustainability: There is a growing business case for sustainability, as consumers and investors increasingly demand environmentally and socially responsible products and services.

3. Triple bottom line: The triple bottom line is a framework that considers the social, environmental, and financial impacts of an organization’s activities. A sustainable business model should strive to create value across all three dimensions.

4. Sustainable business models: Sustainable business models are designed to create long-term value for all stakeholders, including shareholders, employees, customers, and the environment. Examples of sustainable business models include circular economy models, green supply chain models, and socially responsible investing models.

5. Sustainable product design: Sustainable product design involves considering the environmental impact of a product throughout its entire life cycle, from raw material extraction to disposal. This can involve using sustainable materials, designing products for recyclability, and reducing packaging waste.

6. Sustainable supply chains: A sustainable supply chain involves ensuring that all suppliers and partners in the supply chain operate in a socially and environmentally responsible manner. This can involve implementing sustainable sourcing policies, reducing waste and emissions in transportation and logistics, and ensuring fair labor practices.

7. Reporting and transparency: Sustainable businesses should be transparent about their sustainability practices and report on their environmental and social impacts. This can involve publishing sustainability reports, participating in sustainability certifications and standards, and engaging with stakeholders to gather feedback.

8. Sustainable finance: Sustainable finance involves integrating environmental, social, and governance (ESG) factors into investment decisions. Sustainable finance can be used to drive positive environmental and social outcomes, while also generating financial returns.

9. Collaborative action: Addressing sustainability challenges requires collaboration across different stakeholders, including governments, businesses, civil society organizations, and consumers. Sustainable businesses should seek to engage with these stakeholders and collaborate on sustainability initiatives.

10. Continuous improvement: Sustainable business models should be designed for continuous improvement, with a focus on reducing environmental impact, improving social outcomes, and creating value for all stakeholders over the long term.

NEWS
04.04.2024
Software as a Service (SaaS) business model

Software-as-a-Service (SaaS) is based on the linear digital business model and uses the internet as its value delivery channel with the code hosted on the cloud.

There are SaaS solutions for pretty much all consumer software as well as a lot of enterprise management software, including most of the traditional software that have moved to the cloud.

.

.

Overview

.

Part 1: What is SaaS?

.

Part 2: SaaS Business Model Canvas

  1. Key Activities
  2. Value Propositions
  3. Key Partners
  4. Key Assets & Resources
  5. Channels
  6. Customer Relationships
  7. Customer Segments
  8. Revenue
  9. Cost Structure

.

SaaS Business Model

.

NEWS
02.04.2024
Net Zero and Web3 | PGF7T token on the Ethereum blockchain

pgf500 has a token on the Ethereum network, called PGF7T, which you can use to pay for subscriptions and services within the pgf500 SaaS platform.

.

.

.

Decentralized Web3 technologies could improve coordination around tackling climate change because they use local knowledge and actors to guide policies and put funding where it’s needed.

.

Climate change is a global coordination problem.

The system has failed to coordinate effective policies and capital investment into the commitments necessary to address the most pressing threat to humanity.

.

Race To Zero is a global campaign to rally leadership and support from businesses, cities, regions, investors for a healthy, resilient, zero carbon recovery that prevents future threats, creates decent jobs, and unlocks inclusive, sustainable growth.

.

.

.

.

You will need to have Metamask to pay with PGF7T token.

.

We have chosen to adopt blockchain technology for the launch of 2 innovative decentralized Dapps.

.

We believe in Web3 and in the strength of communities.

.

.

.

The token is on the Ethereum smart contract 0x9fadea1aff842d407893e21dbd0e2017b4c287b6 ,

and the code is public at https://etherscan.io/address/0x9fadea1aff842d407893e21dbd0e2017b4c287b6#code

.

QuickSwap smart contract:

0xdd0fDc648a9dbC9be5A735FE4561893a13399Da2

.

.

đź”´ It is possible to buy and sell PGF7T tokens on Uniswap and QuickSwap Exchanges.

.

PGF7T token will be listed on other Exchanges soon.

.

Price:  PGF7T

.

Enjoy the Journey 🚀

.

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29.03.2024
Happy Easter