Last week’s global volatility shock is a classic example of what happens when crowded trades are unwound simultaneously. Click here to read the entire article on Forbes.com.
(LinkedIn) What Will Stop the Rotation Out of Large-Cap Tech?
I’m trying something different this week, testing the LinkedIn platform to see if my latest article would get more visibility. But I don’t want the blog post subscribers to be shut out! Instead of rewriting the article for the website, below is a link to post on LinkedIn. Thank you. Please click here to access …
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(FORBES) Swiss Luxury Watch Market Struggles To Find A Bottom, Report Finds
Secondary market prices for luxury Swiss watches continue to fall, according to a recent report from Morgan Stanley in collaboration with WatchCharts. Click here to read the entire article on Forbes article.com.
(FORBES) Homebuilders Thrive As Home Sales Fall And Inventories Climb
New and existing home sales fell in June amid higher inventories and continued affordability issues. Median new home prices are now below median existing home prices. Click here to read the entire story on Forbes.com
(FORBES) Inflation Relief Spurs Rotation From Tech To Laggards
Better-than-expected inflation numbers paved the way for the Fed to cut rates later this year, prompting a massive rotation in the stock market. Continuation of the rotation will depend on three things: neutral economic data over the next two months, stable bond yields and earnings growth from the S&P 500 laggards. Click here to read …
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(FORBES) (Published Works) How The Fed Might Respond To Falling Inflation And Rising Unemployment
The Fed is getting close to easing monetary policy. Inflation is falling, and unemployment is rising. If the data trend holds, the first rate cut could come in September. Click here to read the entire article on Forbes.com.
(FORBES) Is Nvidia Stock In A Bubble Or Justified By AI Growth?
Recent volatility in Nvidia’s share price has left investors wondering: Is the stock in a bubble and about to burst, or is there still room for more gains? Click here to read the entire article on Forbes.com.
(FORBES) Microsoft, Nvidia And Apple’s Index Dominance Reaches Alarming Level
Microsoft, Nvidia, Apple, and a few other mega-cap growth stocks account for most of the returns in the S&P 500 and the S&P 500 Growth Index. In my latest article on Forbes.com, I dive inside the S&P 500 Growth Index and break the performance down by market capitalization. Smaller growth firms are being left behind. …
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(FORBES) S&P 500 Risk Alert: 3 Diversification Strategies To Use Now
Concentration risk in the S&P 500 has grown over the last decade and is now at a historically high level. Here are three ways to diversify your portfolio. Click here to read the entire article on Forbes.com
(FORBES) Mexico’s Election: Market Reaction, Reforms, And Investor Concerns
Mexico’s Claudia Sheinbaum’s super-majority election presents both opportunities and challenges for foreign investors. The market’s first reaction was not good. Click here to read the entire post on Forbes.com
