Some Observations on the Current Market Valuation
The Continued Sorry Math of Bonds
Transitory in Transition; Penciling in Rate Hikes
What Does Inflation Mean for Real Estate Investors?
S-REITs Most Sought by Institutions Since 30 Sep
For the 4Q21 to date, the 42 trusts of the S-REIT Sector listed for trading have averaged a 3% total return, taking their average total returns for the YTD to 11%.
Weekly Market Recap: Dec. 13, 2021
Economic Update: Dec. 13, 2021
Revised 3Q21 Real GDP show the economy expanded at a 2.1% annual rate in 3Q21, lower than the 2.6% consensus estimate and a sharp slowdown from robust gains earlier in the year.
IBKR’s Hottest Shorts as of 12/9/2021
Holiday Sales Reports are Top of Mind for Investors
The stock market appears to be holding a line with the positive bias that carried the S&P 500 to a new record closing high on Friday. Currently, the futures for the major indices are all trading 0.3% above fair value.
Better Than Planned
Oracle reported better-than-expected results late last week, and the software giant’s got businesses to thank.
Corn (ZC) Daily MACD Trying to Positively Cross
Chart Advisor: New Highs in Sight
2’s, 10’s and Banks
Shopping for Investment Opportunity In Consumer Stocks
Fed Up? The Fallout from Overly Sweetened Monetary Policy
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Energy Sector Supported by Recovering Output and Elevated Prices
On My Mind: Inflation: Don’t You (Forget About Me)
The Ghosts of Sustainable Investing’s Past, Present and Future
FTSE Russell Americas Head of Sustainable Investment Tony Campos discusses what has changed, what’s driving markets’ and companies’ need for certainty, and what the world of sustainable investing might look like in 2026.