Friday Investment Talk: Fear and Market Suffering
Markets were on a wild ride in January, especially this last week. We expected this would be the 4th negative week for the markets, but
Markets were on a wild ride in January, especially this last week. We expected this would be the 4th negative week for the markets, but
Inflation has pushed interest rates higher and wrecked havoc in bond markets. Investors turn away from SAAS towards ‘reopening stocks’ in the Industrial sector. This
Biotech indexes are not created equally. XBI is an equal weighted smaller cap index, while IBB is market cap with large weightings in COVID vaccine
Ray Dalio suggests gifting gold coins for Christmas, while investors set records for ETF inflows in 2021. ESG ETFs grew while IPO ETFs underperform. Markets
Energy markets look to be in a long term bull market with continued strength in oil prices fueling additional exploration. Real Estate prices for residential
High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in
Markets sold off on the day after Thanksgiving in the US. What is typically a bullish period for the markets proved an undoing. The markets
COP26 hits Glasgow ushering in a chance for governments to change corporate rules on environmental policies. Accounting standards are one area of focus. Main issues
Fallen Angels fly again. Facebook changes its name. Investors are happy.
China turns around, Brazil swoons, Crypto ETFs launch – all as November rolls in and starts off the bullish season
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