Inflation expectations which caused recent turbulence in the treasury bond market with rising yields are starting to spill over into stocks, particularly growth stocks that rely on cheap credit to fund expansion. The inflation tremor is already being felt the most in Nasdaq stocks These are the growing technology, software, biotech, fintech, EV related stocks. So, a Nasdaq sell-off played out yesterday, 24 March with the technology...
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Cathie Wood (profile link) sees opportunities in disruptive technologies. Cathie Wood’s Ark Invest focuses on fourth revolution disruptive technologies, particularly in artificial intelligence, DNA sequencing, gene editing, robotics, electric vehicles, energy storage, fintech, 3D printing, and blockchain technology. The fund also invested in cryptocurrencies. ARK Innovation ETF has achieved an impressive average annual 39%...
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The residential real estate market remains uncertain, particularly in metropolises, as the pandemic has spurred on a work from home trend, which has led to city dwellers seeking more space and greenery outside the capital. In the UK more people are moving out of big cities to smaller towns or more rural areas, in search of bigger houses, home offices, gardens, and greener surroundings. The home-working revolution is expected to...
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A view of corporate earnings is now apparent with 80% of S&P Q4 earnings having reported in the last few weeks. The latest corporate earnings underscore a two-tier economy and a dualistic stock market emerging, with tech booming, tourism and travel in a state worse than the Great Depression. Bullish corporate earnings in the booming tech economy skews the results upwards So, the bundled corporate earnings view shows a bullish...
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The fight club has a new name, and it is called the Reddit activists, a band of mainly young ideologically driven retail traders. Reddit activists is a collectivized, organized counter-culture movement with a vision to smash the financial elite who have profited from rigged markets at the people’s expense. So, the Reddit activists, an army of retail traders, are the very many rising against the tiny few elites who have enriched...
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Commodity returns over the last decade (2011-2020) tell a story of currency debasement, or monetary inflation, the rise of ESG investing with particular emphasis on reducing the human carbon footprint, and climate change or erratic weather patterns, which also have an impact on food commodity returns. Macro trends, defined as long-term directional shifts, have impacted commodity returns since 2011. Moreover, they are likely to impact...
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