Bank Loan Volumes Shrink As Deposits Rise, But Trouble Is Brewing
Image by Allange from Pixabay Yesterday we discovered that Regional bank shares have been soaring up towards pre-SVB levels despite yet another increase to a new record high in the usage of The Fed’s bank bailout facility (now at $124BN)…Source: BloombergWe also saw the yet another increase to a new record high in the usage of The Fed’s bank bailout facility […]
6 Country ETFs That Topped S&P 500 In 2023
Image Source: PixabayThe S&P 500 has gained more than 21% so far this year (as of Dec 12, 2023). The cooling in inflation, a less-hawkish Fed, an AI boom, tech rally and an improvement in the corporate earnings have made this rally possible. Notably, Information Technology takes about 25% of the S&P 500. Hence, a tech […]
Fund Manager Says Enphase Energy Stock Is A ‘Market Share Leader’
Image Source: Unsplash Steven Glass of Pella Funds remains bullish on Enphase Energy Inc. Jefferies analyst Dushyant Ailani also sees a 20% upside in $ENPH. Enphase Energy stock is currently down about 50% for the year. Enphase Energy Inc (ENPH) has been a huge disappointment for investors in 2023 but a fund manager remains convinced that […]
Compass Pathways: A Higher-Risk But Potentially Higher-Reward Company In The Biotech Arena
Image Source: UnsplashIf you can afford it – and if it would not be too big a position in your portfolio – putting $2,000 into a couple of speculative biotechs might be a good idea here. One I like is Compass Pathways (CMPS), explains Michael Murphy, editor of New World Investor.Let’s say you put $2,000 into a stock that goes […]
Fed Tempers Rate Cut Enthusiasm
Image source: PixabayAnother day, another record high. In this video, I discuss the week’s trading and how the Fed has tempered optimism regarding rate cuts.00:56:24More By This Author:Just One More Hyped Up Jobs ReportJobs Report Not So Rosy Gold Up and Down! What’s Next?
5 Secret Santa ETFs That Might Surprise You This Christmas
Image: BigstockWall Street has been sizzling hot this holiday season, with the three major U.S. indices hitting all-time highs. Speculation that the Fed is done with interest rate hikes and a surge in tech stocks have been the major catalysts. The solid trend is likely to continue, given that the Santa Claus rally is on the […]
Wall Street’s Top 10 Stock Calls This Week – Saturday, Dec. 16
Image Source: PexelsWhat has Wall Street been buzzing about this week? Here are the top 5 buy calls and the top 5 sell calls made by Wall Street’s best analysts during the week of Dec. 11-15. First, here are the top 5 buy calls of the week. 1. Microsoft Initiated with Bullish View at Truist Truist initiated […]
Red Lobster’s Losses Show Americans Are Cutting Back On Spending
Image Source: PixabayA nice idea turned into a devastating quarter for Red Lobster. The restaurant chain is famous for its “Endless Shrimp” deal. Normally, it rolls out this deal for a day or two when things are slow. But this summer, Red Lobster put its “Endless Shrimp” deal on the menu for $20 – every day – […]
Alibaba: A Study In Price, Value, And The Investing Process
Image Source: PexelsThe business at Alibaba Group Holding (BABA) continues to improve and generate more free cash flow (27% growth year-over-year, $28.1 billion FCF TTM, & 21.8% FCF yield) and higher sales (+9% year-over-year). The price of the stock does not often reflect that – until it does, notes Tom Hayes, editor of Hedge Fund Tips.There are ~$60-70 billion of non-core assets (everything […]
3 Integrated Energy Stocks To Gain From A Promising Industry
Image: ShutterstockDespite volatility and uncertainties affecting the energy market, oil prices are highly favorable for upstream businesses. Integrated energy players’ midstream businesses are also sound since the companies generate stable fee-based revenues from pipeline and storage assets, thereby enhancing the outlook for the Zacks Oil and Gas Integrated International industry.Among the front-runners in the industry that will possibly […]
