REOPENERS UPSIDE: So-called ‘re-opening’ stocks are up this year (see chart), resilient to the omicron virus spike and market volatility. They are now set to benefit from...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Bakkt Holding (BKKT), Castor Maritime Inc. (CTRM), Catalyst...

JUNK: US junk bonds (JNK, HYG) have been selling off and ignoring the recent equity rebound (see chart). This is unusual as they normally move together. And concerning as junk...

RARE RELIEF: Commodity prices are up 10% so far this year, for one of their best starts ever. We think this has further to go, with demand strong, supply tight, and inflation...

REBOUND: Many of the worst performing markets of 2021 are now leading this year, like Brazil, UK, China. This is similar to the US ‘Dogs of the Dow’ approach of buying the...

HIGHER: The US has not raised interest rates yet, but the global trend has decisively changed. There were over 100 rate hikes globally last year and this year is annualizing at...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Orchard Therapeutics (ORTX), Exela Technologies Inc. (XELA),...

A BETTER YEAR: Platinum group metals (or PGM’s) are having a better start to the year after a miserable 2021, when they missed the commodity rally. The rebound is led by...

When talking about the Space Race, we are usually referring to the competition between the US and the Soviet Union during the Cold War. Nowadays, we are living through a...

THE GOOD: We are half-way through a good fourth quarter S&P 500 earnings. 77% of companies have beaten forecasts, with 26% earnings growth versus last year, 5 points better...