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Reports are circulating in the British press that the Home Secretary (UK’s interior Minister) will announce an end to the so-called Golden Visa for UK immigrants. These Visas allowed High Net Worth individuals to buy a fast track to UK residency and ultimately citizenship.

Markets were again weak with the $SPX falling 1.6% during the usually bullish options expirations week. European markets and gold showed strength, while energy stocks stay on their 2022 roll. Inflation fears has caused JP Morgan to look for 7 interest rate increase in 2022, yet none greater than 25 bps. Bank of America sees …

Friday Investment Talk: Europe, Inflation, Interest Rates Read More »

The inflationary environment and post-COVID reopening is leading to pockets of bullishness in the US equity markets. ‘Its a stock pickers market’ is heard among investors. Energy, Industrial and Consumer Staple companies are outperforming while the Nasdaq and S&P500 continue to struggle.

European interest rates rising, while the US is geared up for 5 hikes of 25 basis points in 2022. The market has shown extreme volatility lately as the interest rate hikes don’t jive with corporate earnings and future guidance.

Inflation has pushed interest rates higher and wrecked havoc in bond markets. Investors turn away from SAAS towards ‘reopening stocks’ in the Industrial sector. This rotation has crimped the markets so far this year and could spell trouble for most of 2022.

A little known fact is one of the multitude of variables used by the UK pensions authority to calculate state pension liabilities involve both expected mortality AND the ratio that has on time spent working verses retirement.

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). …

Friday Investment Talk: Biotech, 2022 Forecast, M&A, Fusion Energy 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 …

Friday Investment Talk: Christmas Gifts, ETF Inflows, Housing, and US Population Read More »

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 …

Friday Investment Talk: Oil and Energy, Real Estate, Sector Rotation Read More »

US markets were top performers in 2021. Fed tapering became the year's theme as inflation began showing up in the Spring. Bonds sold off, and yields rose. Chinese companies suffered as a crackdown on foreign listed stocks erupted in Q3. The US maintains its top ranking of all equity markets going into 2022.
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