One of the sectors that I like to pay attention to as a barometer for the underlying relative health of the economy is the Materials sector, because the companies that comprise it produce or mine many of the raw materials that make up the building blocks used to create most of the finished goods we […]
Read More(Bloomberg) — Warren Buffett’s high-class problem of too much cash and too few opportunities may be easing. His Berkshire Hathaway Inc. disclosed Friday that it had snapped up almost 30 million additional shares of Occidental Petroleum Corp., worth roughly $1.6 billion midday Monday amid volatility in stocks due to a potential ban on Russian oil […]
Read MoreAmong the interesting trends I have been watching for most of the last two years, and that emerged, at least in part as a practical response to the global health crisis that has been a centerpiece of any practical economic discussion during that period, has been a shift in consumer focus towards health, wellness and […]
Read MoreTraditional, growth-oriented investing puts most of its emphasis on stocks that have already started moving up. That makes sense when you consider the popular technical idiom that a “stock tends to follow the direction of its next longer trend.” That means that when you can clearly see a stock going up, it should continue to […]
Read MoreThroughout 2022, one of the biggest storylines in the marketplace has been the pace of inflation. It’s been reflected in rising prices across the board all the way to the consumer level, and one of the places it has been most clearly seen is the price of crude. West Texas Intermediate (WTI) crude, which acts […]
Read MoreThe longer you invest in the stock market, the more familiar you become with a lot of the concepts that are used to define and justify the various investing methods that drive them. A lot of those concepts can be summarized into cute little sound bites that make them easier to remember and work with. […]
Read MoreOver the last year, the pandemic has consistently defied attempts to look past its effects and global impact and to a still-hoped-for “return to normal.” Variants of the virus sparked multiple infection waves through 2021 that kept hospitalizations high and strained the health care system in general. As 2022 started, some of those effects appear […]
Read MoreFor the last few years, the Auto industry has been an interesting pocket of the stock market to pay attention to. Trade tensions between the U.S. and its largest trading partners from tariffs imposed by the U.S. kept a lot of pressure on the entire industry leading into 2020, when the global COVID pandemic shuttered […]
Read More(Bloomberg) — Value stocks are catching the eyes of investors seeking safe harbors as the crisis in Ukraine threatens to accelerate inflation and damp growth. This will potentially bring “some violent rotation” among some asset classes and a shakeup within equities, according to Ronald Temple, co-head of multi-asset at Lazard Asset Management in New York. […]
Read MoreThis week has seen the market pick up a lot of bearish momentum and increased volatility, but now the commentary and focus doesn’t center around economic indicators, COVID infection rates, or even about the spectre of increasing interest rates. Market commentary is now primarily dominated by headlines and information about Russia’s invasion of Ukraine and […]
Read MoreIt’s always interesting to watch the way market sentiment and investor attention shifts over time. COVID and the continuing pandemic has naturally dominated the news cycle since it arrived in the United States two years ago. Corporate America’s ability to pivot quickly and adapt rapidly to keep business going is one of the reasons that […]
Read MoreThe Technology sector has been a bright spot throughout the past two years, and one of the big reasons that I think the economy has been pretty resilient during the COVID-19 pandemic. One of the reasons the sector has led the market for most of that time is because so much of the shift to […]
Read MoreThere are any number of dynamics that come to play in the markets at any given time, which means that the ebb and flow of a nation’s economic health can be tied to a lot of other societal elements, including political and geopolitical shifts, social perceptions and changes, and as we have seen for almost […]
Read MoreWith tens of thousands of stocks in the market to choose from, it’s easy to get lost in the mountains of information and data that we have access to about every single one of them. That’s one of the big reasons that over time, I’ve learned to rely on a watchlist of stocks that I’ve […]
Read MoreNo matter how tired we get of hearing about COVID-19, there is no denying that ever since the virus found its way to American shores, a lot of media attention has been given to the Healthcare sector – and especially to the Biotechnology industry, where many of the biggest names across the world worked nonstop […]
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