(New York)

The recent market turmoil has made some investors skittish over what to do in the stock market. But…see the full story on our partner Magnifi’s site

(New York)

ESG is an unstoppable trend right now, says Citi…see the full story on our partner Magnifi’s site

(Beijing)

For the average investor the biggest risk exposure is how…see the full story on our partner Magnifi’s site

(New York)

Everyone jumped off the three-month gold rally last week after regional Fed President Jim Bullard spoke of tightening in response to the recent CPI releases. This erased over a month of gains in a week as the price sank from $1900 to nearly below $1780. However, the Hulbert Gold Newsletter Sentiment Index which tracks the average recommended gold exposure among a subset of short-term gold timers is at -9.7%. This contrarian take is that gold rallies when this index sinks. The typical threshold for this index is -14.8%, but the dramatic move could be enough to start to buy. This index is one of the key items to watch as the price of gold falls so that you don’t miss the rebound.

FINSUM: Additionally Powell made it very clear that inflation is transitory and Bullard is in the minority on the FOMC. The Fed won’t pull back the reins until inflation is above its long-term goal and persistent.

(Las Vegas)

ESG may have started as a play from the conscience but as of late it has turned out to be just as potent of play for the wallet. Since the start of the pandemic green power exposed stocks in the S&P 500 such as First Solar, NextEra, Albemarle, LG Chem, and Samsung SDI have averaged 140% return compared to the S&P’s 41%. But the real hidden gem has been at home solar company Sunrun which posted a 212% return over the same time frame. The CEO says its wide base of customers draws in democrats and republicans and boosts demand. It also has dealt with Ford Motor Co. to cooperate on in-home charging for the new F-150 Lightning. It has risks as Tesla and Home Depot are trying to take up market share but Sunrun is the leading market contender.

FINSUM: At-home solar is one of the top plays right now, but wider ETFs could provide the exposure with less risk.