Investment Gems

Summary A couple of weeks ago, I proposed that the virus would make an impact on the economy, and, by default, on the complacent market. Now, it seems like the virus is spreading out of China, and the biggest world economies are activating the debate around stimulus. Big organizations will…

Summary The virus seems more contagious, but less fatal than the SARS 2003 outbreak. The fact that it might be more contagious increases the likelihood of negative economic impact. With the stock market near all-time highs, we wonder if investors will maintain the confidence from end of 2019. Photo credit:…

Summary The auto industry has been dealing with compressed earnings multiples for some time now. The market identifies traditional automakers as value traps. Automakers will need to break into growth segments of the industry to invert the perceptions. The new Ford Mustang Mach-E might be Ford’s answer to that problem.…

Summary Analysts and market participants are fretting about Kate Spade. However, so far, Kate Spade is using the same tactics that Coach used in its turnaround. And, therefore, is suffering from the same symptoms. There is potential for a successful turnaround, however, the current slump in the share price might…

Summary Tech stocks have performed incredibly well during the last five years. However, the current monetary and fiscal setup will likely cause another leg-up in the bull market, followed by some form of crash. Technology stocks will suffer, but, in time, they will roar back. Photo credit: Luca Sbardella Tech…

The White House has shown that it is ready to use delisting of Chinese companies as a new weapon in the trade war. However, that might be a catalyst for the acceleration of the paradigm change in the financial markets. Several countries are already pursuing alternatives to the international payments…

A crisis will come, and when that day arrives, you better have some gold in your holdings. However, that is just part of the problem. Crisis brings great opportunities, but you’ll need to know where to look. We will use demographics to clarify our prospects for investments in the next…

Article orginally published on seekingalpha.com Photo credit: ines s Summary The current market dynamics point towards a crisis. The end result should be more monetary easing. When the printing press is working, usually, there’s at least one asset that performs very well. Investment Backdrop The current market dynamics have become…