NOT JUST NETFLIX: Our ‘work-from-home’ (WFH) stock basket has slumped 23% this year, double the S&P 500 fall, and it has now given back all its post-pandemic outperformance...

Last Week’s Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Tesla Motors Inc. (TSLA) and Intel Corp. (INTC). Tesla Motors Inc....

LOWER GROWTH: The IMF cut its global real GDP growth forecast for this year from 4.4% to 3.6%, led by the Ukraine (-35% GDP) war and higher inflation (5% in developed world)...

‘ALT. ASSETS’: Investors are looking for more diversification, with both equities and bonds weaker, and higher inflation more permanent. Real estate (REITs) was the best...

MIXED BLESSING: Soaring used car prices has been a big driver of inflation, sign of snarled auto supply chains, and has given automakers, dealers, and renters some rare pricing...

GIVING UP? After outperforming the US earlier this year, Europe ex UK (EZU) equities have slumped under the weight of the Ukraine war and Russia sanctions, high oil prices and...

JUST STARTING: Secular growth ‘thematic’ investing, as opposed to in traditional sectors and geographies, has stayed popular despite the sharp correction in high flying disruptive...

SLUMP: The Japanese Yen (JPY) has slumped through 125 vs the USD, back to 2015 levels. The currency of the world’s no.3 economy and stock market has performed on par with ...

UTILITIES: We have seen a ‘stealth’ rally in utilities (XLU, @Utilities) stocks this year. They are only lagging the high-flying energy sector (see chart). This reflects a recent...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week was unique with only two stocks on the NASDAQ finishing out the week in positive territory....