Friday Investment Talk: US Mortgage Rates, Income, and Inflation
Inflation threats scared the market, and sent tech shares down. We discuss seasonality and highlight weakness can resurface after a bounce.
Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
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.
March Seasonality: Volatility Returns
March has a tendency to be rather volatile – weaker in post-election years than normal. Saint Patrick’s Day and Triple Witching Options Expiration Week offer certain interesting trade opportunities.
Trade Idea: Bring Value Back
This company has leveraged up in the low interest rate environment. It has also led a green update in its industry. As commodity prices rebound, this deep value play could see huge gains.
Friday Investment Talk: Bitcoin, Marijuana, and UK Value
A wild week for marijuana, bitcoin and ‘meme’ trading. The UK market is viewed as undervalued after Brexit.
UK National Insurance and Your State Pension
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.
Stock Commentary
We update some notes on 20 stocks that we have covered on our blog and Telegram channel. Many present very compelling opportunities right now.
Friday Investment Talk: Stocks, February Market, Commodities
We cover stocks recently moving higher, including large cap names. We take a quick look at the February market and a longer term look at commodities.
GameStop, Dividend Stocks, SPACs & IPOs, Market Weakness
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.
Trade Idea: Fintech for Banks
A recent fintech IPO sets up for a huge move. Analysts are finally turning on to the story.