The inflation surge seen four decades ago kicked off “a fabulous ‘disinflationary,’ two-decade performance in both the economy and the stock market,” he wrote in a recent note. With policymakers setting the stage for a rise in inflation, the US is on track to usher in a similarly fruitful expansion, the strategist added. Detailed below … Read more
One stock market indicator shows investors haven’t been this bullish in at least 15 years, according to Goldman Sachs. Short interest in the S&P 500 has fallen to its lowest level since at least 2005, as the stock market hits record highs despite underlying weakness in the economy due to COVID-19. While short interest is … Read more
In a note published on Sunday, JPMorgan reiterated its view that growth stocks, led by technology, will continue to outperform their value peers. The continued outperformance of growth stocks relative to value stocks has been consistent with US stocks outperforming international stocks, JPMorgan said. Growth stocks are poised to continue outperforming value stocks, as … Read more
Leading primary investment news and data platform China Money Network (www.ChinaMoneyNetwork.com) today unveiled its sister service Caishen.Co (www.Caishen.Co) to provide critical information about China’s secondary investment markets. Caishen.Co monitors real-time data for over 4600 companies listed on the Shanghai Stock Exchange and the Shenzhen Stock Exchange. The platform then organizes more than 32000 monthly market … Read more
Analysis continues to be as simple and standardized as possible but not lose the core effectiveness…
Charles Biderman, a 30-year market veteran and founder of TrimTabs Investment Research, can’t believe his eyes. It’s safe to say that 2020 has been a peculiar year for markets. Despite a global pandemic, a 30 percent-plus stock plunge, 13% unemployment, and an economy that’s mostly still closed, the S&P 500 is trading less than 5% … Read more
After being in markets for almost 20 years, this is what I firmly believe now. Read on… maybe you will agree too…
Calls the deepening divergence between the stock market and the underlying economy “one of the most impressive mismatches in history”
