Tesla (TSLA), Netflix (NFLX) and Amazon (AMZN) — wow! With over 100% gains since their lows in March for the last two and a whopping over 400% gain in the first one, these stocks have certainly been the stars of the recent rally. But you know, or should know, the old Wall Street saying, “Bulls […]
If you have ever eaten at a Chipotle (CMG), then you probably noticed how fresh their ingredients were and how delicious their food is. It was founded in 1993 and they have built their business around providing nothing but the freshest local produce. This makes them unique, as other restaurants bring in all of their […]
I am constantly evaluating companies and adding to my watch list, however, a few stand out as stocks I wish I had in my portfolio. For me, these would be Amazon (AMZN), Apple (AAPL), and Ulta Beauty Inc. (ULTA). All three of these companies are giants in their respective markets and are wonderfully run. They […]
It has been a very good year to be a gold investor. The value of one ounce of gold passed the $2,000 mark on August 5th, a 32% increase from the previous year. As of this writing, an ounce of gold is hovering just under the $2,000 mark. Some experts believe that gold prices could […]
As did most risk asset classes, emerging markets equity, fixed income and currency markets sold off earlier this year. The first to be affected was China, which saw price declines since January. By the middle of March all markets had experienced steep selloffs after the health crisis worsened and oil markets collapsed. The chart shows […]
The U.S. dollar appears to be in trouble. The U.S. Dollar Index (DXY) has fallen from a high of nearly 103 in January to just under 93. The last time the DXY was this low was January 2018. The dollar had a strong run for over two years now. Now, there’s a lot working against […]
The list below includes ETFs providing equity and debt exposure to global emerging markets and country specific exposure to equity markets. We have selected in each case ETFs with active option markets. iShares MSCI Emerging Markets ETF (EEM) The EEM ETF tracks the MSCI Emerging Markets Index, composed of a non-static pool of large- and […]
There are three investable AI categories: robotics, machine learning and AI infrastructure. Robotics includes automation, such as the Tesla autopilot, in addition to industrial and manufacturing machines. Machine learning products autonomously improve and adapt with new data. The most common examples are the digital assistants on our smartphones. AI infrastructure is the data and cloud […]
Solar power is still a minuscule segment of the larger electricity generation market. Today, it accounts for just 2.5% of electricity generation capacity in the United States. Over the next several years, investors should expect solar to become more dominant. By one account, 40% of all new electricity generation capacity added in the United States […]
Bill Ackman is the most confident man I have never met. In multiple interviews over the years on CNBC, I cannot recall him ever admitting a bad investment. Pay no attention to the man behind the curtain who bought J.C. Penney and Valeant Pharmaceuticals. Ackman’s latest idea is a publicly traded SPAC — Special Purpose […]
