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Biotech indexes are not created equally. XBI is an equal weighted smaller cap index, while IBB is market cap with large weightings in COVID vaccine producers. Their results were very divergent in 2021. Markets have grown substantially in 2021 on the back of loose monetary and fiscal policy in the US (and around the world). Read more ➝

Ray Dalio suggests gifting gold coins for Christmas, while investors set records for ETF inflows in 2021. ESG ETFs grew while IPO ETFs underperform. Markets sold off in December providing a bullish setup in two pet supply companies as put/call ratios roll over to buy signals for the S&P 500 index. Beware of mid-term US Read more ➝

Analysts have a neutral view of Alibaba (BABA) going into 2022. They see revenue across all business lines slowing from pandemic levels. But growth rates are still strong, and new business lines are just in their infancy. The negativity among analysts is palatable. Longer term, they maybe overdone.

Recently we highlighted several best-of-breed large capitalization companies that have materially under performed this year. Another three companies are examined below. These are not speculative names. They are not richly valued technology or consumer discretionary stocks either. They have wide defensive moats and should be beneficiary of strong cyclical and secular uptrend. But they under performed enough during 2021 with Read more ➝

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Energy markets look to be in a long term bull market with continued strength in oil prices fueling additional exploration. Real Estate prices for residential housing are rising faster than rents. Likely rents will play catch up in 2022. Sector rotation towards quality and low volatility is taking place since the Federal Reserve has began Read more ➝