March's jobs report suggests that a soft landing is possible. Read why this augurs well for the QQQ ETF to sustain its recovery moving ahead.Read full newsRead More
Ping An's FY22 numbers may have been down across the board. But read why the real takeaway is growing evidence of a coming turnaround.Read full newsRead More
There is still some modest destocking and new capacity is coming online. Positive megatrends are here. International Paper is yielding > 5%. See more on IP stock.Read full newsRead More
Over the past year, Assurant has performed significantly worse than the broad market and TradingView's all-insurance index. Read more about AIZ stock here.Read full newsRead More
Q1 saw a SI strategies leadership shift with 2022's biggest underperformer, Environmental Opportunities, leading in Q1, while the next worst in 2022, Global Choice and PAB, were also strong.Read full newsRead More
W. P. Carey is arguably the best high yield REIT buy in the market today. Read more about WPC stock here.Read full newsRead More
Vertex completed submission of their gene therapy for treatment of two hematological treatments. See why we recommend a buy on VRTX stock.Read full newsRead More
The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week.Read full newsRead More
IVOL ETF holds a position in the SCHP ETF plus a portfolio of OTC yield curve steepener options. Read more about IVOL ETF here.Read full newsRead More
The liquidity crisis impacting selected developed market banks has unnerved emerging market investors.Read full newsRead More
The following is a dividend portfolio strategy for large caps that score the highest amongst Joel Greenblatt's Magic Formula screener. Read more about the list here.Read full newsRead More
Core PCEPI inflation is down to 4.6% YoY, and 0.3% MoM, which is 3.6% annualized. Read more here.Read full newsRead More
Where will Google stock be in 10 years? We believe Alphabet's revenue will continue to expand thanks to AI. Click here to read more on why we rate GOOG stock a buy.Read full newsRead More
When I last wrote about Munich RE, I made the decision to trim and rotate what had become a superb profit in terms of returns into other investments. Read more here.Read full newsRead More
Due to decades of globalisation and rising wealth inequality, we may be entering a regime of higher inflation and inflation volatility, resulting in a very different investing environment.Read full newsRead More
Enfusion has strong growth and resilience, yet its valuation remains significantly discounted. Find out why ENFN stock is a Buy.Read full newsRead More
Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term.Read full newsRead More
Yields on 10-year Treasuries are now below 3.3 percent, and the entire yield curve remains below the upper boundary of the Fed funds target rate.Read full newsRead More
Insiders have sold over $40 million in shares of Apple since 3/22/2023. Apple is lagging in the AI race compared to Google and Microsoft. Read more on AAPL here.Read full newsRead More
The Russell 2000 Index carries five times the negative earnings exposure as its large cap counterpart, along with higher relative debt burdens.Read full newsRead More