Articles tagged as
growth
It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary data. Whether it's FOMC meeting or even today's payroll numbers, it's really about getting some comfort that inflation is breaking....
- Deep Research
MaiCoin: A full-suite compliant exchange poised for growth
Founded in 2013, Modernity Financial Holdings Ltd. (“MaiCoin,” or the “Company”) is a leading cryptocurrency exchange in Taiwan. The Company offers brokerage services through MaiCoin, wallet and exchange services via MaiCoin Max, and merchant services to retail and institutional clients through AMIS Technologies. MaiCoin also owns a minority stake in...
- Daily Technical Strategy
“FANG” strength buoys Growth trade, while Yield curve flattening drives down Financials
Technical Strategy Video (Recorded Wednesday, October 27th): https://vimeo. com/639724804/684de03102 Stalling out for market has given way to minor consolidation, while Technology and Growth trade outperform with “FAANG” outperformanceTreasury yield breakdown looks important, particularly on the long end, which resulted in Financials underperformingBreakout in Solar Energy makes this sub-sector one...
- Your Weekly Roadmap
Markets Shake Off Growth Scare Thursday and Close at ATHs
SUMMARY - S&P 500 closes at another all-time high of 4,369.55, up from 4,352.34 last week. The DJIA closed slightly below the 52 week high it hit in May, and the Nasdaq sat similarly. - The path to all-time highs was marked by volatility and a major "growth-scare" on Thursday...
- The Wall Street Debrief
Markets Shake Off Growth Scare Thursday and Close at ATHs
SUMMARY - S&P 500 closes at another all-time high of 4,369.55, up from 4,352.34 last week. The DJIA closed slightly below the 52 week high it hit in May, and the Nasdaq sat similarly. - The path to all-time highs was marked by volatility and a major "growth-scare" on Thursday...
- Signal from Noise
CME Group’s History of Growth and Durable Advantage Not Going Away Any Time Soon
CME is an exceedingly complicated business to understand in some ways but also a simple one. It is at the forefront of risk management and mitigation and a volume-based business that is highly correlated to economic and commodity cycles. While it has an impressive Market Data division that is growing,...
- First Word
COVID-19 UPDATE: CA set to re-open by June 15th, suggesting entire USA will be open by then. Rates > ISM for Epicenter trade. Institutions might be buying these 12 Growth stocks disguised as "Epicenter"
In fact, even the upturn in "prime age" Americans also argues for CPI or inflation to rise. Since 1935, there seems to be a casual relationship between this growth of the cohort and CPI. - and if true in today's context, inflation should be rising over the next decade _STRATEGY:...
- Daily Technical Strategy
The Ebb and Flow Between Growth and Cyclical stocks
BABA AND NTES ARE TIMELY AGAIN AFTER THEIR RECENT CORRECTIONS If you didn’t have a chance to join our FSInsight Virtual Conference on Thursday you can find the replay at this link (click here). My technical analysis presentation begins at 1:39:20 and at 1:48:10 I discuss the hotly debated topic...
- Portfolio Strategy
Not Time To Exit Growth; How To Fund Financials Exposure
With negative headlines continuing to hit the tape, the U.S. equity continues to climb the wall of worry as the bears get louder and louder, voicing both their displeasure and amazement. Our work continues to be medium term constructive and still supports a barbell approach towards secular growth/FAANG and Values/Cyclicals....
- Signal from Noise
First Republic Stock Looks Cheap in Post COVID-19 World
Bank stocks have been the bleeding edge of the coronavirus-related bear market of the past eight weeks. The financial sector is off big and banks, in particular, are down, too. The financial sector has fallen 27% as of Monday from the market’s Feb. 19 high; the major banks -34 %,...
- Tom Lee's Equity Strategy
Don't Fight the Fed: Go for Growth and Cyclical Sectors
What’s a Federal Reserve Board interest rate cut worth to the stock market? We’ll soon find out, but history suggest it’s quite valuable to investors when the Fed reduces rates during an expansionary period rather than ahead of or during a recession. As you’ll see below, such a move will...