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.
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.
Lumber falls. Communications stocks have juicy dividends. Fintech VC deals lead to exorbitant stock market listings. Sell signals arise in a seasonally weak period.
The Federal Rerserve is acting. S&P 500 shakes off a COVID scare, while Oil and China make waves for investors.
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.
We discuss the pet industry, specifically Trupanion stock and the ETF for the sector, PAWZ. We revisit UK’s depressed valuations and Europe’s increased PMIs. After reviewing the Blue Chip Portfolio, highlighting Nike’s fabulous earnings report, we offer two ‘rebound plays’.
Pension returns are elevated. Healthcare stocks could be a safe haven. The Federal Reserve spooks the market,.
Hydrogen fuel technology companies are reviewed. Biogen stock looks vulnerable as FDA approval of its new Alzheimer drug attracts criticism. Stocks hit highs, but not very convincingly.
CBR blacklists Interactive Brokers and Exante and 1800+ other companies. Emerging Markets perform well. Our stock picks and Investment Strategies show strength. New trade ideas are presented also.
MercadoLibre and PagSeguro are growing their fintech efforts.
AT&T cuts its dividend. Semiconductors remain newsworthy.
Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.
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