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.
Value stocks have been on a tear, while growth stocks and tech leaders have taken a back seat since late January. This has pressured the overall market indexes, e.g. the S&P 500 and the Nasdaq. March volatility arrived as promised and next week could exacerbate into more weakness as put-call ratios continue to rise and Read more ➝
April is the best month for Dow stocks. Its still good in post-election years.
We honor the passing of a great investor this week. We also review the stimulus package and find some interesting opportunities in value stocks.
The improvement for Small Cap stocks continues to shine when compared to the rest of the market. This trend can last, in some cases, for years.
Seasonality has slightly moved forward this month. Will we see more weakness ahead, as this month’s gains are above average already with last week’s move from the US stimulus announcement?
There is a lot of positive reaction from analyst community this morning for a sports betting stock we have covered in October. Analysts are just beginning to factor in the value of this new player to an increasingly large market in North America.
The Guinness range of funds has long been a favourite of advisors and clients alike due to its success of returns, in particular the Guinness Global Innovators fund has returned almost 15% annualised since 2010. Thus the launch of the new addition to the stable, the Guinness Sustainable Equity fund was eagerly awaited at the Read more ➝
Many railroad companies stand to benefit from a new $3 trillion infrastructure stimulus package proposed by US Democrats. Investors are already positioning for this in the option market.
UK budget changes were announced with repercussions for tax payers and pensioners. Buffet on bonds, and SPACs boom.
