The current buzzword in the market is rotation. Traders are rotating out of growth stocks and into value because they have been spooked by inflation.
They believe that inflation, rather than being transitory, could turn into something more persistent.
We are back in our home offices and businesses have learnt to adjust to this new normal.
It is akin to a parent who leaves out a box of chocolates and then wonders why a toddler has fallen ill after munching through the selection of confectionery.
Who should we blame, the parent or the child?
With growth being powered by American consumers, putting money in inflation-beating assets could be a wise option.
With striking similarities between the Roaring 20s and the present day, is an asset a good investment just because its price goes up?
Prince Philip, the husband of Queen Elizabeth, has died at the ripe old age of 99. It is a sad day.
Being in business is not about making money at any cost. Instead, it is about trying to make money the right way.
Today, Friday 19 March 2021, is World Sleep Day. I bet you didn’t even know that there is a specific day in our calendar to celebrate something as routine as snoozing.
I am thoroughly enjoying the toe-to-toe Battle Royale that is going on in the markets at the moment. In fact,…
We can almost smell the fear in the market. But what exactly are investors afraid of?
The bank earnings season is now over. Pretty decent, considering.
These days, instead of those primitive contraptions, we have laptops and spreadsheets, which, in my view, are probably some of the most useful tools for private investors.
The legs on the stock-market bull are starting to look a bit wobbly. That doesn’t inspire a load of confidence…
The Ox is generally not known for being one of the quickest on the planet. But what the Ox lacks in speed, it more than makes up for in determination …
It is irrelevant which side of the GameStop divide we belong? Our fingers could get very badly burnt if we treat the stock market like a casino.
Whilst it is still early days yet for the vaccine programmes, eventually, many people around the world should be able to fight off, and eventually put this awful pandemic behind us.
A couple of economists reckon that the US Federal Reserve could start tapering a gradual withdrawal of monetary stimulus. They think that 10-year Treasury yields could approach 2% by the end of 2021.
Don’t forget to “ta pao” those dividends. It is the first important step of compounding, which is a great way to watch your investments grow.
Thing is stock rotation is just another name for market timing. And as investors, we should resist the urge to time the market.
For bank investors, it is important to remember that the resumption of dividends will be both gradual and measured.
