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Monetary tightening will not be good for the stock market. In 2022, interest rates are most likely to rise because of Federal Reserve policy, not because the economy is strengthening. The negative effect of Fed tightening on stock prices may not push the stock market down, if the ...
After the recent volatility in tech and high-growth stocks, valuations have been reset. This sets growth stocks up favorably for a strong 2022. Inflation is real, but investors often approach it in curious ways. I explain how I deal with inflation. I explain why value stocks a...
Jan van Eck, CEO of VanEck, discusses his thoughts on the top themes to watch going into 2022. The world economy came into 2021 like a car going 200 miles an hour, which fueled by the biggest stimulus we'd gotten since World War II. The Fed is sort of the cause of the uncertainty ...
Relative performance is the comparison of the returns of your portfolio to that of some benchmark index. Absolute performance is the return of the portfolio itself on a year-over-year basis. Absolute return investing can beat average market returns with less risk and volatility ov...
Economic growth will probably be below expectations in 2022, and inflation should decelerate once we move beyond the supply chain problems. The macro landscape looks favorable for growth stocks once again. Much more important, many high quality growth stocks are now trading at com...
Following the news of the day will get you whipsawed. You must understand that a market will disregard bearish news during a bull market run. I'm expecting a pullback to begin in the coming days before we attack the 4900SPX region. For further details see: Sentiment Spea...
Most individual investors that bought bitcoin didn’t buy it to transact in it but because it was going up. It stands to reason that if they bought it because it was going up, they may sell it if it starts going down too sharply. Bitcoin has a serious correlation with the ARK In...
Economic cycles are the driving force behind asset market performance trends. The growth rate in the US economy peaked in March 2021, and that led to dozens of sector and asset rotations. Economic growth is expected to continue declining as we move through the start of 2022. W...
A look at the causes of price inflation. An exploration of why price signals are important. Several examples of price signals and what they are likely telling us as market participants. For further details see: What Price Signals Are Telling Us
Semiconductor and semiconductor equipment revenue growth has witnessed double-digit growth in 2021, reflected by comparable growth in the SOX. Growth in these sectors will continue in 2022 due to strong post-COVID demand. A semiconductor "shortage" and plan for geographic self-suf...