In our last post, we viewed emerging market stocks positively. They have been chronic laggards for years. EEM, the ETF that tracks emerging market stocks, has not delivered a return…
The shipping companies and their stock prices were one of the biggest but undiscussed beneficiaries of the C19 lockdown. Maybe because it is "old economy." Old economy stocks are boring…
Next week, there are several events that could have significant implications for US market dynamics. CPI data will be released at the end of the week and is likely to…
It is always good practice to step away from the markets for a while. It helps to refresh the mind and look at the economic, market, and valuation environment through…
Happy Thanksgiving to you and your family. Let’s not forget how lucky we are. Yes, we all have challenges, but there is much to be grateful for, even in these…
The move toward EVs is accelerating. Any car company not working on an electric vehicle will get left behind. Some of this activity is the result of market forces. People…
This coming week is a short one for US markets as Thanksgiving falls on Thursday. However, there is still some decent macro data being released before the holiday, including the…
Footlocker is a company that we have been following for years. It's an attractive stock because it trades cheaply but does not provide price support. It is the poster child…