The Other Side of the Mountain
It appears as if U.S. stock markets have begun rebounding from the drastic March downturn. As you would expect, stocks that are less affected by global quarantine behaviors are recovering far more swiftly than those that cater to of...
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In such an environment it’s easy to assume the worst and miss the flipside of the equation – great companies trading at prices that just a month ago we would have considered incredible. Market volatility and uncertainty are creating great opportunities.
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The economy has fallen into a recession. The official economic statistics are not at our doorsteps yet – two quarters of falling GDP – but it’s fairly obvious that American business has gone into hibernation for at least a few months.
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Well, we’re in the thick of it. New citywide, statewide and national mandates are being pronounced daily, the stock market fell dramatically, my two daughters were sent home from college, three close relatives lost jobs/projects, and one close relative is a basket case potentially...
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Ironically, China’s blue-chip CSI 300 Index hit its highest point this week since February 2018.
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Monday’s market downturn was a bit breathtaking. First we had a stock market that was overdue for a pullback. Then the coronavirus hit, harming the Chinese economy, which in turn harms every business that sells products and services in China and manufactures products China...
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Expect Continued Volatility
I’ll continue to write Bulletins more often, so that investors can navigate through this stock market correction and take advantage of trading opportunities. I might frequently mention stocks that don’t appear in these portfolios. There are lots of excellent growth to...
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This week is a reminder that markets don’t always go up. The big surprise was that it took so long for global markets to wake up to the threat.
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The COVID-19 problem, as it pertains to the U.S. stock markets, is compounded by the fact that the S&P 500 index had risen about 12% since October.
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The coronavirus continues to make headlines, with this week’s victim being Apple Inc. (AAPL) which announced that 2020 revenues are going to take a hit from the work stoppages emanating from China.
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The markets are demonstrating impressive resiliency in the face of the coronavirus. You can’t fight the market but I remain a bit more guarded since this disruption will have to hit profits down the road for some companies.
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The Stock Market Will Have A Lingering Cough After The Coronavirus Outbreak
When we all learned of the coronavirus outbreak in China, my first concern was, “Is this a normal flu or pneumonia germ, or is this a plague?”
I’m one of those “worst-case scenario” who...
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The market seems to be a bit complacent given the risks of the virus spreading rapidly in China and elsewhere but we need to remain a bit cautious. There is some suspicion that China is downplaying the numbers.
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The big news pertaining to global investing is the signing in Washington yesterday of the phase-one “truce” trade deal between America and China.
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For the most part, global stock markets performed strongly in 2019. But if you dig a bit deeper, you will see sizable and interesting gaps between countries.
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We are so accustomed to looking at stocks and markets day by day that we sometimes miss the big trends as well as opportunities.
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The Cabot Global Stocks Explorer portfolio is doing well in 2019 and a number of recommendations have recently surged on the strength of impressive earnings and an improving environment for emerging and international stocks.
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Our emerging markets timer strengthened this week as the EEM climbed over 44 today, just short of its high for the year.
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The Financial Times this week reported that Beijing is preparing plans to remove Hong Kong’s chief executive, Carrie Lam, whose term is not up until 2022, as anti-government protests in the city intensified.
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Today marks the first face-to-face talks between senior officials from America and China since July.
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