The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
A wild week for marijuana, bitcoin and ‘meme’ trading. The UK market is viewed as undervalued after Brexit.
Now National Insurance contributions – for British citizens including expats – are paid according to the type of CLASS of contribution that you are liable to make. Which CLASS is relevant to you can be the first complicated calculation.
A love of GameStop (GME), SPACs, and IPOs is matched with disdain for US stocks in general this week. Dividends are supposed to make a comeback in 2021, with GDP growth and an end to COVID.
We look at the future trends and technological changes coming in the next ten years that will affect human productivity. Artificial Intelligence, Internet of Things, Robotics, Autonomous Vehicles and Blockchain Technologies all have their place in making workers more productive and changing how we all view wealth, leisure, and healthcare. We look at specific funds Read more ➝
Friday Investment Talk: Chinese Consumers, E-Commerce, Space Exploration, Seasonality, Small Caps and Bitcoin Bubbles, and OZON
Fidelity is bullish on China. Goldman Sachs likes OZON. ARK’s Cathie Wood likes space exploration. But, seasonality does not bode well for markets in late January/February.
Over the last few days, Treasury yields have risen significantly as Democratic wins in Georgia are likely to lead to more COVID relief spending. Besides looking at the the potential effects on the market, we address a few strategies to mitigate the risk of rising rates in a fixed income portfolio.
Looking beyond 2021 economic strength, forecasts for 2022 are very positive. US cash levels remain elevated as markets hit all time highs. The USD weakens, while emerging markets strengthen and small caps come under pressure. FAAMG stocks take some of the Santa Claus Rally leadership.
Investment banks are very bullish on economic growth and stock market performance in 2021, with expectations of low inflation, low interest rates, a weakening USD and Asian export growth. Small caps continued to lead in December, piling on gains after a record setting November. Bitcoin bits new highs, but its Fintech that has investment bankers interest. Meanwhile, big tech moves sideways.
This week we review Bitcoin’s recent advance, USD weakness, Emerging Markets, November stock market strength, and a psilocybin company.