Strategic Options
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By Jon D. Markman On September 8, 202112:13 PM Eastern
Stocks are slightly lower this morning, following up on Tuesday’s weakness.
Cyclical shares came under pressure Tuesday after economists at Goldman Sachs (GS) reduced the firm’s outlook for...
By Sean Brodrick On September 8, 202110:52 AM Eastern
The uranium market is white hot. While the long-term fundamentals of uranium are extremely bullish — see my latest Wealth Wave column on the topic — this shorter-term frenzy is probably thanks to...
By Jon D. Markman On September 8, 202106:28 AM Eastern
The first real trading session in September was not a great one for bulls. The S&P 500 closed at 4,520, down 0.3%, as returning traders worried about economic weakness and the prospect that the...
By Mike Larson On September 8, 202106:00 AM Eastern
Today I’m writing to you from an airplane.
It feels as surreal to type those words as it is to look around and see that we’re getting back to some semblance of normalcy.
But when it comes to...
Strategic Options
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By Jon D. Markman On September 7, 202102:58 PM Eastern
Stocks are weaker after the apathetic action on Friday has continued. There is ongoing concern about a big September decline. That narrative is playing well in financial media. Bad news sells.
...
By Sean Brodrick On September 7, 202102:02 PM Eastern
Markets are taking a kick in the shins today as economists at Goldman Sachs (NYSE: GS) revised lower their growth forecast for the U.S. economy from 6% to 5.7%.
That’s only one big Wall Street...
By Jon D. Markman On September 7, 202106:58 AM Eastern
They are called non-fungible tokens and they are taking the collectible market by storm. NFTs are also reviving interest in the blockchain and cryptocurrencies.
The hype hit fever pitch last...
By Jon D. Markman On September 7, 202106:28 AM Eastern
Stocks started Friday modestly lower after the government reported that employers added just 235,000 new jobs in August, well below the consensus estimate of 720,000.
Cyclical issues swooned,...
By Jon D. Markman On September 7, 202106:00 AM Eastern
Stocks were mixed as of midday Friday, seemingly stuck in a strange limbo where bad economic news means the Federal Reserve will maintain its hyper-accommodative monetary policy longer.
That bad...
Disruptors & Dominators
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By Tony Sagami On September 6, 202109:00 AM Eastern
It’s Labor Day … the unofficial end of summer. And even though the markets — and your office — are closed, I wanted to send you some Disruptors and Dominators portfolio news. I’ll keep it short...