@benlaidler
Discussions
benlaidler
eToro
1y
๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐ญ๐จ ๐ฐ๐ž๐š๐ญ๐ก๐ž๐ซ ๐ญ๐ก๐ž ๐ฅ๐จ๐จ๐ฆ๐ข๐ง๐  ๐ฏ๐š๐œ๐ฎ๐ฎ๐ฆ ๐๐Ž๐–: Firming corporate earnings and a continued outlook for US interest rate cuts this year have propelled a strong May relief rally from Aprilโ€™s overdue pullback. This has taken the S&P 500 up near 30% from its October low.... Show More
benlaidler
eToro
1y
๐“๐ก๐ž ๐ฌ๐ฎ๐ ๐š๐ซ ๐š๐ง๐ ๐ฉ๐š๐ฅ๐ฅ๐š๐๐ข๐ฎ๐ฆ ๐œ๐จ๐ฆ๐ฆ๐จ๐๐ข๐ญ๐ฒ ๐ฅ๐š๐ ๐ ๐š๐ซ๐๐ฌ ๐‚๐Ž๐Œ๐Œ๐Ž๐ƒ๐ˆ๐“๐ˆ๐„๐’: The stealth commodity rally is accelerating as developed market interest rate cuts near, the US dollar eases, and Chinese economy stabilises. The recent rally has been across the board from industrial... Show More
benlaidler
eToro
1y
๐„๐ญ๐ก๐ž๐ซ๐ž๐ฎ๐ฆ ๐„๐“๐… ๐š๐ฉ๐ฉ๐ซ๐จ๐ฏ๐š๐ฅ ๐ง๐ข๐œ๐ž ๐›๐ฎ๐ญ ๐ง๐จ๐ญ ๐ง๐ž๐ž๐๐ž๐ ๐‚๐‘๐˜๐๐“๐Ž: Crypto optimism is back ahead of Thursdayโ€™s first final SEC decision on a spot Ethereum ETF. Bitcoin is back over $70,000 but itโ€™s Ethereum that has taken the recent performance lead after lagging all year (see... Show More
benlaidler
eToro
1y
๐–๐ก๐ฒ ๐š๐ง ๐๐•๐ˆ๐ƒ๐ˆ๐€ ๐ฆ๐ข๐ฌ๐ฌ ๐ข๐ฌ๐งโ€™๐ญ ๐ญ๐ก๐ž ๐ž๐ง๐-๐จ๐Ÿ-๐ญ๐ก๐ž-๐ฐ๐จ๐ซ๐ฅ๐ ๐Œ๐€๐‚๐‘๐Ž: Itโ€™s been a good US results season, with earnings up 8% and 80% stocks beating forecasts. Itโ€™s been the twin pillar of Mayโ€™s rebound and this nascent bull market, alongside coming interest rate cuts. The last... Show More
benlaidler
eToro
1y
๐‘๐ž๐ญ๐š๐ข๐ฅ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐›๐ž๐š๐ญ ๐ญ๐ก๐ž ๐–๐ก๐š๐ฅ๐ž๐ฌ ๐ข๐ง ๐๐Ÿ ๐–๐‡๐€๐‹๐„๐’: The 13F first quarter portfolio updates of the highest profile US fund managers, from Warren Buffett to Stanley Druckenmiller, gives insight into their thinking and is fertile ground for new ideas. It showed some rotation... Show More
benlaidler
eToro
1y
๐“๐ก๐ž ๐ฌ๐ญ๐ž๐š๐ฅ๐ญ๐ก ๐œ๐จ๐ฆ๐ฆ๐จ๐๐ข๐ญ๐ฒ ๐ซ๐š๐ฅ๐ฅ๐ฒ ๐ข๐ฌ ๐›๐ซ๐จ๐š๐๐ž๐ง๐ข๐ง๐  ๐‘๐€๐‹๐‹๐˜: The commodity comeback is broadening. With depressed heavyweights from natural gas to wheat now following โ€˜Dr. Copperโ€™sโ€™ strong lead higher. These big three of energy, ag, and industrial metals are up 20% just... Show More
benlaidler
eToro
2y
๐Œ๐ž๐ฆ๐ž ๐ซ๐š๐ฅ๐ฅ๐ฒ ๐ซ๐ก๐ฒ๐ฆ๐ข๐ง๐  ๐ง๐จ๐ญ ๐ซ๐ž๐ฉ๐ž๐š๐ญ๐ข๐ง๐  ๐Œ๐„๐Œ๐„: The faded loss-making consumer-focused meme stocks of 2021, from GameStop (GME) to AMC Entertainment (AMC), are rallying again. We see some similarities with the 2021 surge and examine how it could continue. With financial conditions... Show More
benlaidler
eToro
2y
๐‚๐จ๐จ๐ฅ๐ž๐ซ ๐ฌ๐ž๐ง๐ญ๐ข๐ฆ๐ž๐ง๐ญ ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฌ ๐ญ๐ก๐ž ๐ฌ๐ญ๐จ๐œ๐ค ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐Œ๐€๐‘๐Š๐„๐“: US stocks are closing in again on new all-time highs. As Q1 earnings season has validated the slowly broadening earnings recovery. Whilst the Fed has kept the door open to interest rate cuts later this year.... Show More
benlaidler
eToro
2y
๐Œ๐ž๐ฌ๐ฌ๐š๐ ๐ž๐ฌ ๐Ÿ๐ซ๐จ๐ฆ ๐ซ๐ข๐ฌ๐ข๐ง๐  ๐Ÿ๐ซ๐ž๐ข๐ ๐ก๐ญ ๐ซ๐š๐ญ๐ž๐ฌ ๐“๐‘๐€๐ƒ๐„: Container and Bulk shipping rates are a fraction of pandemic shock levels but also well above their lows. The shipping industry moves 90% of global trade, making it a real-time barometer for the slow-burn global manufacturing... Show More
benlaidler
eToro
2y
๐–๐š๐ซ๐ฆ๐ข๐ง๐  ๐ฎ๐ฉ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐ž ๐ฌ๐ฎ๐ฆ๐ฆ๐ž๐ซ ๐จ๐Ÿ ๐ฌ๐ฉ๐จ๐ซ๐ญ๐ฌ ๐‚๐€๐“๐€๐‹๐˜๐’๐“: Itโ€™s a big summer of sports, from the Olympics to Euro 2024 football. This is a key potential catalyst to end the post-pandemic performance hangover for our basket of the worldโ€™s largest sports stocks, from Nike (NKE)... Show More

About benlaidler
eToro

eToro global markets strategist with 25 years research experience from JP Morgan to HSBC.
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