Displaying items by tag: stocks

Wednesday, 05 January 2022 20:00

JPMorgan Gets Very Bullish

JPMorgan Chase & Co issued a statement for investors to remain bullish about global equities moving forward. They believe the largest sources of risk are hawkish central banks, slowing growth in China, and global covid restrictions, but most of these threats are already priced in. Even if they aren’t quite priced in the chances of them really materializing is minimal. They remain positive as benchmark indices remain at near all-time highs. This sentiment is shared by lots on Wallstreet, like Credit Suisse. Moreover, to best take advantage of this growth, they advise to overweight Euro stocks, financial, commodity miners, and automobile manufactures.


FINSUM: The bears haven’t stopped barking but equities remain high and P/E ratios aren’t crazy, there’s room to run. 

Published in Eq: Total Market
Monday, 13 December 2021 08:15

Goldman Says Don’t Buy the Dip

November was full of volatility, and that's more than leaked into December, but Goldman warned investors about buying the dip hoping for a post Christmas rally. The biggest two threats Goldman sees are ongoing, the new omicron Covid 19 variant and the newfound inflation hawkishness by the Fed. The bear wave has hit a variety of asset classes whether its tech or bitcoin, and their risk appetite is low. The street is mixed however as some indications of omicron is it won’t be severe and Fed actions haven’t taken hold just yet. The VIX is still above its short and longer run moving averages which should keep investors cautious.


FINSUM: There is really no reason to move drastically right now, the Fed will be more transparent in the next couple of months.

Published in Eq: Total Market
Thursday, 02 December 2021 08:13

The growth potential of smart materials

From temperature-sensitive coatings used for windows to shape memory alloys used in aircraft wings, the widening industrial applications of smart materials ... See More

Published in Eq: Industrials
Thursday, 25 November 2021 06:29

Non-income Stocks Getting Hurt

Tech stocks had a big fall this week, but it more importantly it was the concentration of tech stocks that hedge funds loaded up on that took the biggest tumble. For instance, Farfetch Ltd. and Snowflake Inc. faced their largest drops since March. Hedge funds have been bullish on growth stocks and the high value/low income stocks set record holdings dating back to 2002. Driving tech’s downfall are rate hikes being priced into yields and undermining stocks hinging on future cash flows, like tech.


FINSUM: Tech stocks are more fragile than ever because profits are dwindling after the pandemic boost, and future rate hikes could cause serious tech blowback.

Published in Eq: Dividends
Thursday, 18 November 2021 15:15

Today’s income investors face a tough choice

Today’s income investors face a tough choice – hold cash and core bonds paying low rates or extend into higher-yielding markets with more risk and less liquidity. See More

Published in Eq: Dividends
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