Commentary
Should You Worry About Stock Market Sell-off?
The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation? [...]
Pent-up Inflation Ignites Prices in Copper, Lumber, Steel
Extreme price movements to the upside in lumber, copper, and steel are signaling that inflation hasn’t arrived, but hyper-inflation has. Copper for March delivery soared by 50% from a year ago and is now within $0.40 a pound of its all-time record high of $4.67 a pound set in 2011. [...]
What Investors Need to Know This Week in Markets
The stock market had a mixed week last week. We saw a “mini-rotation” out of growth stocks, technology, and stay-at-home stocks into back-to-normal stocks. There is a resurgence in commodities and undervalued sectors like shippers, [...]
The Hottest Stocks Hedge Funds Are Buying
We have reviewed the latest batch of 13F filings to see which stocks the fastest growing hedge funds are buying and holding. 13F filings are reported quarterly by institutional investment managers with at least $100 million in assets under management disclosing their equity holdings. [...]
Bitcoin, Cannabis, Copper: Where to Invest Next?
The S&P 500, Dow Jones, and Nasdaq are all setting record highs. The cannabis price drop last Thursday (seemingly to do with the Reddit influence) looks like an excellent entry point for traders looking for the sector to grow in the future. [...]