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.
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 house for an office and school during COVID lockdowns. Uncertainty around gold’s direction continues, but Bitcoin looks to break out above $60K soon. The US auto manufacturers are suffering from Read more ➝
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.