Things change, say Zen Buddhists and Greek philosopher Heraclitus, and stocks evolve. This week, I looked at a few past picks, Nuvei and Medtronic, to see how they’ve performed—and will perform—as we usher in a new leader of the world’s […]
Financial Stocks Since last fall, investors have identified green energy, financial stocks, infrastructure and cannabis as sectors that will thrive under Biden. As Trump supporters violently stormed Capitol Hill last Wednesday, news outlets announced that the Democrats had captured both […]
ETFs are a great way to secure diversification to protect against downside whilst gaining exposure to a myriad of different companies and sectors. Whether you want exposure to gold, mid-caps, US Healthcare or to diversify geographically, there is an ETF […]
2020 saw a year of uncertainty and financial hardship for many households across the globe. It looks to be that the worst fears were avoided and banks are seeing a modest recovery. Low interest rates remain and overhang for the […]
Energy saw a recovery later in the year as demand outpaced supply. The sector has been hit by negative sentiments towards traditional energy and perceived non-ESG friendliness. The Biden presidency is a headwind in some regards, but existing energy infrastructure […]
Tech Stocks to Buy in 2021 Will tech stocks continue to drive markets in the new year? With the vaccine expected to conquer the virus sometime in 2021, will the stay-at-home trade continue to drive streaming services and cloud computing […]
First of all, I like Airbnb. I’ve been using it for a decade, renting affordable accomodation. Next year, as economies finally reopen, it’s likely that travellers will prefer to use Airbnbs to hotels based on cleanliness. Everyone knows Airbnb, and […]
Though vaccines are on the way, lockdowns will endure this winter. In terms of investing, this means streaming, cloud computing and e-commerce stocks will continue their record-breaking runs, but let’s not forget video game stocks. Video Game Stocks The pandemic […]
EV Stocks On Monday, more good news from the vaccine front pushed recovery stocks (i.e. travel, oil, banks) higher, though tech stocks managed to limit losses to 1-2% or stay flat. The tech stocks, of course, have been the stay-at-home […]
Remember the term “bifurcated”? Well, it’s come back to markets, but it now applies to Covid stocks vs. Recovery stocks. Last week, markets witnessed a tug-of war between these two classes of stocks immediately following the Pfizer vaccine rally and […]
Stock Market Rally: What a difference a weekend makes. First, Democrat Joe Biden captured the White House after long, acrimonious days of ballot-counting in several battleground states. As of this writing, Trump refuses to concede despite world leaders recognizing Biden […]
Market Volatility As you read this, Americans are voting or counting them in their presidential election. However, this time this process could last days, even weeks, given mail-in ballots, but also Trump’s threat to not concede if Biden wins. Remember […]
Last May, towards the end of the long spring lockdown, we explored the companies that were testing vaccines to beat Covid-19. A lot has happened to the world since then. The summer saw a global decline in cases, though a […]
By nature, markets look ahead, and now markets are looking past tech and towards value. Covid won’t vanish overnight, but a vaccine and/or treatment is likely to arrive in coming months which will benefit some undervalued stocks. Here, we examine […]
If you’re expecting this to be a what-stocks-to-buy-if-Biden-wins-the-US-election article, you’re out of luck. Instead, this write-up is about what stocks to buy regardless of who wins on Nov. 3, never mind a possible “blue sweep” by the Dems that some […]
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