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The pace of recovery has begun to diverge across economies, with vaccination progress and the scale of government stimulus among the biggest swing factors. Macro disparities have also begun filtering into EPS growth expectations. Cyclically sensitive sectors have dominated the upg...
We still favor above-benchmark strategic allocations to China exposures, and see the recent weakness in Chinese markets offering an attractive entry point. The Federal Reserve made clear its commitment to be well "behind the curve" on inflation and wait to see it to materialize. I...
Artificial Intelligence (AI) looks set to become one of the fastest growing trends this decade. Statista: AI global software revenues are forecast to increase about 5x between end 2020 and end 2025. Others forecast AI to grow at a CAGR of 42% to 53%. A comparison of some popular A...
With a pool of potential non-US technology opportunities that is deeper than the equity benchmarks would suggest, we have continued to find technology opportunities outside the United States. We focus on technology firms that have a clear business concentration to allow us to better u...
I think we're not alone in being quite amazed by the resilience that the US market has shown following the very violent selloff in February and March. One of our big themes, digital innovation, continues to lead, transforming what I would call the more traditional or, sort of, classic...
With the advent of a series of successful vaccines, global markets can almost afford to be oblivious to virus headlines and instead focus on the medium term when economies have reopened. But, against this backdrop, a big question for investors must be: how quickly can populations be vacci...
The SARS-COV2 pandemic has boosted digitalization of global economies to the forefront of new investing themes. With this comes several central topics such as big data, cloud computing, and cyber-crime. Technological advancement, accelerating access to digital technology, and chan...
Pockets of the market look expensive, or even bubbly. Strong business growth alone does not guarantee strong gains for shareholders. The dot.com bubble has proven that valuation matters - maybe more than many investors believe it does. For further details see: Be Careful...
IXN offers investors the lure of investing in global information technology stocks, not just those from the US. Its cap weighting and exclusion of unprofitable companies limits the impact that its ex-US holdings have on its NAV. This article examines what it holds that is missing ...
I've written about this topic a few times before: Don't Become the Market On a Concentrated Bond Market and, Two Questions on Fixed Income from the Mailbag (the first question only) What happens when a party or parties take on an investment position that is large relative to ...
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2024-07-02 15:22:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-06-12 17:42:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-12 03:06:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...