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Not A Turnaround But Could Be Soon Novo Nordisk

Not A Turnaround But Could Be Soon Novo Nordisk

Obesity is rising and in the last 35 years, has more than doubled. The world population in 1999 to today is 42% or 22 million adults with a body mass index of 40 or higher.  Competition with Novo Nordisk is a factor, but analysts expect 20% or higher annual growth from the company for the next […]
What Lies Ahead In 2025? Slower Growth, More Volatility

What Lies Ahead In 2025? Slower Growth, More Volatility

CaptionImage by Arek Socha from Pixabay  As we move through 2025, the global economy and financial markets are facing a critical juncture. Jim Puplava, founder and president of Financial Sense Wealth Management, recently covered the consensus forecasts for the US stock market and economy for 2025 as well as some potential surprises and “outrageous predictions” being made. Podcast audio: Forecast […]
Surprise: Financial Conditions Tightening Into 2025

Surprise: Financial Conditions Tightening Into 2025

While the U.S. Federal Reserve cut overnight rates by 125 basis points since November 2023 (below on the lower right), the U.S. 10-year Treasury yield has risen more than a percentage point, touching 4.8% for the first time since October 2023 (on the lower left) and April 2007 before that. Higher rates are the opposite […]
Market Talk – Tuesday, Jan. 14

Market Talk – Tuesday, Jan. 14

Image Source: Unsplash ASIA:The major Asian stock markets had a mixed day today:• NIKKEI 225 decreased 716.10 points or -1.83% to 38,474.30• Shanghai increased 80.18 points or 2.54% to 3,240.94• Hang Seng increased 345.64 points or 1.83% to 19,219.78• ASX 200 increased 39.10 points or 0.48% to 8,231.00• SENSEX increased 169.62 points or 0.22% to 76,499.63• […]
2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts

2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts

The S&P U.S. Style Indices underwent their annual rebalancing in December 2024, leading to significant changes in sector exposures. Particularly, the S&P 500 style reclassification led to above-average turnover, as shown in Exhibit 1. While the S&P 500 Growth’s turnover was not unusual, the S&P 500 Value’s turnover was relatively high compared to the historical average of 23%. The S&P […]
Nasdaq Extends Losing Streak As Traders Eye CPI

Nasdaq Extends Losing Streak As Traders Eye CPI

Stocks finished the day mixed, as investors focused on today’s producer price index (PPI) data, which was more modest than anticipated. All eyes are now on tomorrow’s consumer price index (CPI) reading, which should indicate whether or not the Federal Reserve neared its 2% inflation goal. Bank earnings are also on the horizon, with an onslaught of […]
These 2 AI Chip Stocks Could Outperform Nvidia In 2025: Should You Invest Now?

These 2 AI Chip Stocks Could Outperform Nvidia In 2025: Should You Invest Now?

Image Source: Unsplash Nvidia has turned into more of an obsession for investors in search of outsized returns.The artificial intelligence darling contributed the most to the S&P 500’s overall returns in 2024 – and NVDA remains a great pick for this year too “on the precipice of the Blackwell ramp,” according to Jefferies analyst Blayne Curtis.But […]
AgMaster Report – Tuesday, Jan. 14

AgMaster Report – Tuesday, Jan. 14

MAR CORN A stunning, bullish shocker WASDE REPORT was announced Mon at 11am CST – where final 2024 corn yield was reported at 179.3 bpa (Nov – 183.1) – the 2nd biggest Nov-Jan yield drop ever! However, the yield # should really not surprise – given the extreme dryness to afflict the corn belt just before […]
The Bond Vigilantes Are Back And Rejecting The Fed

The Bond Vigilantes Are Back And Rejecting The Fed

Image Source: Unsplash Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain.And today’s guest expert, Jim Bianco, founder of market research firm Bianco Research, thinks it’s going to continue to prove problematic as the return of the “bond vigilantes” increasingly undermines the Fed’s efforts.We’ll talk […]
7 Stocks I’m Buying As Markets Crash

7 Stocks I’m Buying As Markets Crash

Image Source: Pixabay The markets have been dropping for the past couple of days.My main stock portfolio is down $88,000.When I noticed the markets are dropping, the first thing I did was sort my positions based on the smallest day change so I can see which one of my positions have dropped the most.Then I scroll […]