The debate on the sustainability of inflation is alive! Markets react and traders battle out their Feds next move. Retail and consumer discretionary stocks look weak, while semiconductors and car resellers could bounce. Biotech sits on support.
Buffet and Munger hate on cryptos, while Millennials are bored with the stock market.
Russian tax reporting has changed, now requiring insurance products be reported. Fines are a joke.
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.
We count new Billionaires, while Biden sees room to tax. Jim Grant says the Fed is likely to get blind-sided. Seasonality hits a wall.
Low Interest rates, strong USD, Value Stock strength continue to rule market direction. Coinbase debuts at sky-high valuation. SPX hits upper-band of channel. Healthcare, Biotech and Industrials see strength.
Housing prices rose strongly in 2020, most of the growth in non-Urban areas. Furnishings and additions were also unusually strong as more people used their
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
We honor the passing of a great investor this week. We also review the stimulus package and find some interesting opportunities in value stocks.
UK budget changes were announced with repercussions for tax payers and pensioners. Buffet on bonds, and SPACs boom.
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