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Archives by Year:
Riksbank Preview: On Hold As May Cut Speculation Intensifies
Sweden’s central bank is looking at a more encouraging inflation outlook but may be relatively cautious in revising its rate projections lower. In our view, a cut in June is likely – but risks of a krona drop, resilient services inflation and an improved economic outlook mean May cut bets may be overdone. Still, prompting a […]
Time To Buy Oil Stocks Again?
Image Source: Unsplash Western Texas Intermediary (WTI) crude oil got above $80 a barrel earlier this month (March 2024) and is holding above that level. As we lead into the driving season, which begins around Memorial Day, this has traditionally been the season when oil stocks get accumulated. Many of the oil names have already had […]
Gold Mid-Tiers’ Q4’23 Fundamentals
Image Source: Pixabay The mid-tier and junior gold miners in this sector’s sweet spot for upside potential are finishing reporting their latest quarterly results. Those have proven spectacular, with these fundamentally superior smaller gold producers delivering big on all fronts. The potent combination of growing production, lower mining costs, and near-record gold prices fueled huge windfall […]
Last Q4 Update: ADSK, SNPS, SPT, ADBE
Image Source: Unsplash At last, we can finally wrap up with Q4 updates – just in time for the Q1 reports to start rolling in! Oh well, it keeps things exciting, right? Today I’ll cover reports from Autodesk, Synopsys, Sprout Social, and Adobe. There were no surprises here so I’ll keep this pretty brief. Autodesk (ADSK) […]
Cathie Wood’s ARK Invest Reshuffles Portfolio: Trims Coinbase, Buys Reddit
Image courtesy of 123rf.com Cathie Wood’s ARK Invest recently made two significant transactions involving Coinbase (Nasdaq: COIN) and Reddit (NYSE: RDDT) shares. The firm, known for its focus on disruptive innovation, sold some of its Coinbase holdings for a profit while simultaneously investing in Reddit’s highly anticipated IPO. Cathie Wood’s ARK Invest Books Profit on Coinbase, Buys Reddit ARK Invest, the investment […]
Apple Antitrust Case Is Surprisingly Simple
Image Source: Unsplash Apple (AAPL) cannot stand athwart history. So argues the U.S. Department of Justice in an antitrust suit it brought against the $2.7 trillion iPhone maker on Thursday. Of all the lawsuits, fines and legislation lobbed Apple’s way, this case strikes deepest at what is essentially a simple problem. Apple changed the world by selling better devices – but its success […]
As The Stars Align For Gold Stocks
It is the nature of the masses, the majority, the consensus… the HERD, to follow the trend. It is a lot easier to swim downstream than to fight the current. Just go with the flow. And from a US-centric view the flow has, with a blessed interruption from 2001 to 2003, been inflationary monetary policy free flowing into […]
Stick With The Bulls
Image Source: Pixabay Long-time readers know that I tend to hang with the glass-is-at-least-half-full crowd when it comes to the longer-term market outlook. The reasons are simple. First and foremost, stocks move higher over time. Yes, I recognize that this trend, which has largely persisted since trading began, could end at some point. And if the […]
Dow, SPX Head For Best Week Of 2024
Stocks are mixed Friday, but on track for weekly wins after yesterday turning in a record-setting session. While the Dow Jones Industrial Average (DJI) was last seen nearly 170 points lower, it, alongside the S&P 500 Index (SPX), is still on track for its best weekly performance in 2024. The Nasdaq Composite (IXIC), meanwhile, is just […]
Market Analysis Update: Navigating A Landscape Of Record Highs And Monetary Policy Adjustments
Image Source: Pixabay The recent movements in the US stock futures signal a continued positive momentum, bolstered by the Federal Reserve’s steady monetary policy stance and strong corporate earnings. The S&P 500, Dow Jones, and Nasdaq Composite all closed at record highs, indicating robust investor confidence. This report examines the implications of the latest Federal Reserve […]
