Category Archive: Finance, No picture
STOXX 600 Earnings Outlook 23Q4
Image Source: Pixabay European Aggregate Estimates and Revisions Fourth quarter earnings are expected to decrease 6.4% from Q4 2022. Excluding the Energy sector, earnings are expected to decrease 1.8%. Fourth quarter revenue is expected to decrease 4.4% from Q4 2022. Excluding the Energy sector, revenues are expected to increase 0.4%. Zero companies in the STOXX 600 have reported earnings to date […]
8 Largest Pure-Play Cloud Computing Stocks Down 2.6% Last Week
Image Source: Unsplash What is Cloud Computing? Cloud computing (CC) is the technique of processing, storing, and managing data on a network of remote computers hosted on the internet rather than on a personal computer or local server. It is used by regular people for storing photos or documents and even for watching movies or listening to […]
2024 Outlook For Silver Prices: Great Opportunity In The Making
Image Source: Pixabay This Year Could Be Stellar for Silver Prices If there’s one asset that investors shouldn’t ignore in 2024, it’s silver. The gray precious metal is selling at a massive discount, and silver prices could make a big run toward $50.00 an ounce this year. Being patient could result in immense returns.Why have such […]
U.S. Equities Dip Amid Rate Cut Expectations And Earnings Season Kickoff
Image Source: Unsplash On Tuesday, US equities experienced a modest decline, with all three major indices registering a roughly 0.6% decrease. This pause followed robust gains driven by a tech rally in the previous session. Notable sectoral underperformers included real estate, materials, industrials, and utilities. Market participants were diligently recalibrating their expectations regarding potential rate cuts […]
Can Stocks Figure Out How To Rally With USD?
Image Source: Unsplash Stocks are consolidating near their all-time highs, but the Dollar is attempting to stage a rebound after pulling back for a couple months. Does this signal more weakness in stocks, or could we be on the precipice of a new macro regime whereby stocks rally with the Dollar?Video Length: 00:09:16More By This Author:When […]
Bitcoin Getting Back Up There
Image Source: Pixabay While most areas of financial markets are lower one week into the new year, bitcoin is already up double-digit percentage points. Since bottoming in late 2022, bitcoin has now rallied just under 200%, and as shown in the chart below, its price is starting to get back up to levels that have only […]
Economic Shakeup: Bold Bond & Bitcoin Predictions For 2024
Image Source: Unsplash In this eye-opening episode of Wealthion, host James Connor sits down with Jim Bianco, President and Macro Strategist of Bianco Research (BiancoResearch) for an insightful discussion on the 2024 economic outlook. Bianco shares his bold predictions and the rationale behind them. From the movement of the 10-year bond to an astonishing 160% rise […]
70/20/10 Rule Redux
Image Source: Pixabay A friend of our stock-picking discipline reminded us of a very important force in the stock market. It was called the 70/20/10 rule, and it was promoted by Roger Edelman, Richard Evans, and Gregory Kadlec in an early 2013 Financial Analysts Journal article. We had written about this in 2016, but today’s circumstances beg for a […]
Gold Has Outperformed The S&P 500 In The 21st Century
Image Source: Pixabay Gold has outperformed both stocks and bonds since the turn of the century.Gold was among the best-performing assets of 2023.According to an analysis by the World Gold Council, gold outperformed emerging market stocks, U.S. bonds, the U.S. dollar, global treasuries, and commodities in general. The only asset classes that performed better than gold […]
Will Stagflation Be The Price We Pay For A ‘Soft Landing’?
Image Source: Pexels Well it’s a new year and with it, I’m doing my best to bring important new voices into the discussion here at Thoughtful Money.And today we’re fortunate to sit down with one of them: Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors, widely known as @jam_croissant on X/Twitter.He’s one of the […]
