Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback
The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create Read more ➝
Friday Investment Talk: PPLI, US Recovery & Jobs Data
As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send Read more ➝
Friday Investment Talk: Powell, Value, Biotech, China EV
Powell stays dovish, GS likes biotech, and Evergrande blows up.
S&P 500 Defies Seasonality
US markets have so far defied the typical seasonal summer weakness they normally exhibit. Weakness could show up in late September though.
Momentum Lags in 2021
Although broad domestic equity benchmarks are at or near all-time highs, 2021 has been a difficult year for momentum investors.
September: Worst of the Worst Months
End of summer, back to school, and end of Q3 have created problems for markets in the past. Will history repeat this year?
Friday Investment Talk: China, EM Inflation, Dividends
Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the Read more ➝
Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change
Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is Read more ➝
Friday Investment Talk: UK, PMIs, Cryptos, Netflix and ConMed
FITs are now live on Facebook. This week we discuss UK dividend opportunities, the inflation threat of PMI delivery times, crypto risks and two stock trades.
Buying into Headwinds
July Job’s Data usually is negative for the market. Seasonal bullishness in tech stocks starts soon, but the market needs to pullback for a better entry.