This week’s post highlights some themes gathered from Q1 earnings reports, provides an update on a recent investment recommendation, and showcases some interesting charts from last week.
(FORBES) LVMH, Walmart and Home Depot Highlight Shift In Consumer Spending
Retailers are in the midst of reporting season, and their results indicate a change is consumer spending habits. Click here to read the entire article on Forbes.
(FORBES) (Published Works) Top 5 Takeaways From S&P 500 Q1 Earnings Season
Earnings season highlighted continued growth in the profit cycle, powered by a handful of technology companies. However, signs of consumer stress are beginning to emerge. Click here to read the entire article on Forbes.com.
(FORBES) (Published Works) How Independent Watchmakers Compete With Swiss Titans
Rolex, Patek Philippe, and Audemars Piguet are brands synonymous with elegance, precision, quality and status. However, smaller, independent watchmakers have emerged to fill in the gaps where the household names don’t want to operate. Why are these niche brands growing in significance and reputation, and how do they compete with the giant Swiss juggernauts? Click …
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(FORBES) (Published Works) Chinese Stock Surge Surprises Investors: Too Late To Join The Rally?
Chinese equity markets are surging, causing anxiety for investors who have abandoned the market after years of poor returns. Is it time to get back in? Click here to read the entire article on Forbes.com
(FORBES) Falling Luxury Watch Prices: Time to Buy?
Demand for luxury watches soared during the pandemic as consumers flush with cash and a growing interest in collectibles clamored to buy brand-name timepieces. Now, prices are falling. In my latest Forbes article, I explore some of the recent trends in the watch market and what may arrest the decline in secondary market values.
(BLOG) Equity Markets Saved By Tech Earnings
There are moments in playoff hockey when a single play, such as a massive check or a spectacular save, can change the game’s momentum and affect its outcome. That happened in game 2 of the Panthers/Lightening series when Florida’s Sergei Bobrobvski robbed Tampa’s Matt Dumba of what was to be the go-ahead goal. Bobrovsky spun …
(BLOG) Momentum reversal in stocks, small-cap headwinds, and India’s transformation
There is a lot to highlight this week, as there usually is when markets show signs of stress and investors hit the brakes. So far, most of the downward pressure is due to the disappointment with the inflation picture and the reduced likelihood that the Fed will deliver on an easing campaign later this year. …
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(BLOG) Market Tensions: Inflation, Commodities & Iran
Markets got a dose of reality this week. After a prolonged period of falling volatility and positive returns for risk assets, the narrative is changing. Rising tensions in the Middle East and higher-than-expected inflation in the US helped propel commodity prices higher and jolted interest rates and the dollar through significant technical resistance. Among the …
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(FORBES) (Published Works) Berkshire Hathaway’s Record Profits, Market Outlook, And Future Plans
Warren Buffet, the renowned investor and CEO of Berkshire Hathaway, recently released his annual letter to shareholders, providing an insightful overview of the company’s performance and future trajectory. Buffett discussed Berkshire’s record profits, his views on stock-market speculations, and paid tribute to the late Charlie Munger. Please click here to read the entire article on …
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