We review the US Democratic sweep as it applies to the sectors responding to more stimulus, regulation and COVID vaccines. Morgan Stanley and Citibank like airlines, including Southwest Airlines, GOL Linhas, and British Air Group.
Small cap stock picks continue to perform well, even as markets become more overbought.
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.
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.
Black Friday Sales are expected to be dominated by online shopping with overall sales increasing by 5% from 2019. Is this a low estimate?
Biotech and Solar ETFs breakout, while gold broke down this week.
JP Morgan says COVID distribution is likely to positive affect a value stock in the healthcare sector. We outline how to take advantage of this.
If COVID cases continue to rise this winter, this stock stands to gain. Currently, revenue growth rates exceed 100% year over year.
Reliance on coal for energy in the US continues to fall, even under the Trump administration. Solar power is on the rise. As the US market pulls back, US tech stocks underwhelming guidance is likely misleading.
A leading sports betting stock has come on hard times, as NFL teams are contracting COVID. But earnings are coming soon. Its to early to count this one stock out.
As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several Read more ➝
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.