January Market Expectations
Mid-Term Januarys usually provide less than optimal market conditions for investors. They also are less prescriptive of the rest of the year’s returns.
2021 US Markets Review
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.
A Pacific Pre-Announce
Investors are usually pleasantly surprised by this critical supply chain player’s ability to not only pre-announce better than expected earnings estimates, but also – within weeks – beat those estimates. With increased demand after the COVID pandemic, this trend is likely to continue.
Growth REIT
This REIT has made some interesting acquisitions and is likely to grow robustly as self-storage trends continue as rent rates increase. Currently, the stock has pulled back to an interesting point.
Market Update: Prepare for August
Technical market indicators are weakening as August approaches. Post Election Year weakness is likely to arise in the next two months.
Friday Investment Talk: Inflation, Water and COVID
ECB waits for 3%+ inflation levels. Water is a hot topic in ESG investing. Markets rebound after COVID related sell off, but small caps going nowhere.
Friday Investment Talk: Federal Reserve Taper, Europe, China, Oil and COVID
The Federal Rerserve is acting. S&P 500 shakes off a COVID scare, while Oil and China make waves for investors.
Friday Investment Talk: Normalcy, Vaccines, UK/EU Metrics, US Bullishness, Whiskey Scam
The world is still far from “normal”, according to the Economist. The UK/EU is waking up after COVID. US investors are bullish. Whiskey cask investment looks like a scam.
Friday Investment Talk: Emerging Markets, Barron’s Big Money Poll, Seasonality
Closer look at Emerging Markets after last years stellar returns. Barrons Big Money looks bullish from the outside only. SaaS is overvalued still.. Seasonality shifts towards small caps. Financial Vulnerability is a hot topic after COVID.
Financial Vulnerability
An ageing population and the COVID pandemic brought attention to the topic of Financial Vulnerability. Power of Attorneys are a good starting point for discussion, but much more needs to be done to protect everyone.