We believe the COVID-19 crisis is shining a bright light on the growing role of technology in our lives, and we seek to tactically anticipate the ongoing convergence of technology with other sectors w

It's Still Early In The Shift To Real Assets

11:37pm, Wednesday, 29'th Jul 2020
Long bonds was the trade of a generation, as high debt and low inflation pushed yields lower for forty years.
While the rally off the March lows has been substantial, there is still a vast disconnect between the markets and the underlying economic fundamentals.
With the big rush into the hot tech stocks since March 23, the NASDAQ index has risen to new record highs.
Rates on treasuries have reached low levels which are unprecedented. Low rates can reduce corporate borrowing costs and lead to balance sheet optimization, both of which increase earnings per share.
At a forward P/E of 22.9x, the Russell 1000 is near a 15-year peak and has further widened an already huge premium to those of other developed markets, which have converged around 15x-16x.

Dollar Strength Is Off The Table Now: Harrison

11:44pm, Monday, 27'th Jul 2020
Gold is at its highest levels ever in nominal dollars, bolstered by negative real interest rates, strong asset prices, and inflation expectations.

The Stock Market Keeps Rising

11:40am, Monday, 27'th Jul 2020
The stock market keeps rising in spite of continued rising virus cases, a more dismal view of the economy, and situations of social unrest.
The disruption caused by the economic shutdown has permanently impaired the retirement plan of many. According to the July 2020 SimplyWise Retirement Confidence Index, 62% of Americans are more concer
With state governors continuing to pause some reopening of their respective states, it is no surprise that the jobs report disappointed.

Further Signs Of Market Fragility

02:17am, Monday, 27'th Jul 2020
Last week saw the SPX post new recovery rally highs, closing the gap left in late February when the market gapped lower due to the initial COVID-19 outbreak.

Nasdaq - Party Like It's 1999

12:22am, Monday, 27'th Jul 2020
There are striking similarities between tech stocks in 2000 and today. Tech indices display overbought technicals, while investors are overconfident.

Momentum Stocks: Look Out Below

03:36pm, Sunday, 26'th Jul 2020
The Growth/Tech trade is showing signs of faltering after this past week. Negative divergences across leading sectors suggest that the momentum trade is loosing steam.
2020 is certainly going to go down in history as one of the wildest, craziest, and most memorable. But one thing is for sure.

Weekly Commentary: Crossing Red Lines

09:33am, Sunday, 26'th Jul 2020
COVID stimulus stoked bubble dynamics for global risk assets, certainly including Chinese equities. This bubble has turned unstable.
Click to get the best stock tips daily for free!

Top Fintech Company

StockInvest.us featured in The Global Fintech Index 2020 as the top Fintech company of the country.

Full report by FINDEXABLE