3 Reasons I Believe Trump Would Benefit My Investment Portfolio
3 Reasons I Think Trump Would Be Better for My Portfolio With the election just around the corner, many people are uncertain who is worth voting for. Who would be better for the economy? For social policies? For your investment portfolio? These are all fair questions, and they mean different things to different people. Read […]
Winter Rally of Gold Stocks in 2024
Gold stocks display strong seasonality because their price action amplifies that of their dominant primary driver, gold. Gold’s seasonality generally isn’t driven by supply fluctuations like grown commodities see, as its mined supply remains relatively steady year-round. Instead gold’s major seasonality is demand-driven, with global investment demand varying considerably depending on the time in the […]
5 Stocks to Consider Buying if Trump Wins—and 5 to Sell Off
5 stocks to buy if Trump wins—and 5 to sell If Donald Trump wins next week’s election and returns to the Oval Office in January, it will have direct consequences for U.S. business and the economy—and by extension for individual Americans’ stock portfolio. This means it’s a good time for investors to assess their holdings […]
Gold at All-Time Highs: Strategies for Investors to Capitalize on the Surge
Gold is hovering near all-time highs. Here’s how investors can play the craze. Gold (GC=F) was hovering at a record high around $2,700 per ounce on Wednesday and silver was trading near 12-year highs, with the US presidential election between Kamala Harris and Donald Trump just days away and most investors expecting another rate cut […]
Is the Decline of the Canadian Dollar Set to Persist?
With the Bank of Canada aggressively cutting interest rates, the Canadian dollar has cratered to a 12-week low against the US dollar—a trend market watchers say could continue if further rate cuts are on the horizon. Following the central bank’s half-point rate cut, the loonie tumbled sharply from US$0.74, or C$1.3577, to US$0.72, or C$1.3872—its […]
Weekly Market Outlook: US Elections and Central Banks at the Forefront
Markets Weekly Outlook – US Elections and Central Banks Lead the Way Read More: GBP/USD Technical: Trendline Break Sets the Stage for Further Downside Week in Review: US Jobs Revised Downward After Positive GDP A mixed week comes to a close as markets deal with renewed geopolitical risks and another downgrade to jobs numbers by […]
Potential Impacts of the US Election on Clean Energy Initiatives
Renewable energy equities have broadly underperformed in recent weeks, which we think is partially due to betting markets indicating rising chances of Donald Trump winning the US presidential election on Nov. 5, as observed by RealClearPolitics. Policy influences the demand for wind and solar. A Republican victory could alter the landscape for clean energy investments. […]
Microsoft Earnings: Cloud Strength Amid Mixed Guidance
We are maintaining our fair value estimate for wide-moat Microsoft at US$490 per share after the firm reported good results but offered guidance that is mixed versus our expectations. The outlook generally offsets quarterly strength, which holds our fair value in check. Performance looks good from any angle, with impressive artificial intelligence demand and monetization. […]
Gold Price Reaches $2,800 Amid Uncertainty Surrounding US Elections
The rally comes despite rising bond yields and a stronger US dollar, which usually would have weighed on the precious metal. This brings bullion’s year-to-date gain to approximately 34%, making it one of the best-performing assets of 2024. “Market positioning is elevated ahead of the election but also in anticipation of further Fed rate cuts […]
Identifying a Market Bubble: Key Indicators to Watch
What Signals to Look for to Spot a Market Bubble Christine Benz: We wanted to start by talking about bubbles, and you are a student of bubbles. I was listening to an interview that you did where you talked about your entry point into investing. You were looking for the places where your fellow business […]