Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings.
China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.
Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI Read more ➝
Powell stays dovish, GS likes biotech, and Evergrande blows up.
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 ➝
As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.
Macroeconomic charts say industrials will do well. China and US push limits and fears of trade wars and currency problems. Oil remains strong, as seasonality supports more large cap strength.
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.
Domestic Chinese travel has recovered to levels seen before COVID. A recovery of Asian travel is likely to follow. Two stocks stand to revalue on an increase in mobility trends.
This week we review how US real negative interest rates have pressured the USD while giving strength to the Euro and some emerging market currencies and sovereign debt. We look at commodities, FAANG stocks, china and even Vietnam.