Nearmap: Can You Trust Management?
After denying there was any problem, Nearmap (NEA ASX) has now been locked out of 65% of its U.S. sales by an ironclad patent challenge. If Nearmap survives, it will return to the small Australian market, where it is losing share.
Don’t Underestimate the U.S. Consumer
Reasons We Remain Bullish on Gold
Franklin Equity Group Portfolio Manager Steve Land discusses why gold demand could rebound from a weak start to the year, and where he sees potential opportunities for equity investors.
Corn Reaping the Benefits of Chinese Demand
Other Companies Join Tech Earnings Party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Portfolio Manager Denny Fish.
US Stocks Shine Brightest in Global April Rally
Anyone Watching Oil?
As Dogecoin Rally Mutes, ‘Cheaper’ Ethereum, Bitcoin Look-Alikes Strike Massive Gains
Dogecoin (DOGE) traded nearly 17% lower on Thursday night at press time as the cryptocurrency took a breather from its recent upwards march, but Ethereum Classic (ETC) and Bitcoin Diamond (BCD) charted a different course.
Chart Advisor: The Gold Trade
Analysts See Buying Opportunity as Peloton Slides Following Treadmill Recalls
Shares of Peloton (PTON) are under pressure following the announcement of two separate voluntary recalls of the company’s Tread+ and Tread treadmills.
Understanding and Using VSTOXX® Futures
Exploring the World of SPACs
In this edition, Bob Gruendyke, Senior Portfolio Manager with the Heritage Growth Equity team at Wells Fargo Asset Management (WFAM), speaks about the recent phenomenon across the investing community of special purpose acquisition companies, otherwise known as SPACs.
May 2021 BMO Fixed Income Market Update
U.S. economic data continues to improve to a degree nearly unimaginable last year. The progress on vaccines and the path to broader re-openings in the U.S. point to continued strength, in particular given the massive fiscal policy tailwinds near-term.
“Investing for growth” is a consistent message we hear repeatedly. Nearly every management team continues to highlight how the digitalisation of everything is creating new opportunities.
Where in the World Are the Best Valuations?
Jeremy Schwartz talks to Sailesh Radha about how his real adjusted exchange rate model can support valuations and more!