In the Industrials, money-losing companies – airlines and aerospace contractors are ripping!
See these two broad areas circled in ovals in the image below.
That is a classic market sign of the upcoming recovery and the reopening!
Would anyone (except, bankruptcy lawyers) object to the expedited reopening of economies?
Bill Gates is ditching his investments in Energy – that sounds noble in spirit, but …
Why Value style of investing should outperform in 2021?
Value style has underperformed for almost 10 years, and Value Equities are cheap…
Given that Value works when interest rates go higher.
Inflation is picking up, including through commodities.
As Rates head higher, Value gains an upper hand over Momentum…
As 2021 shapes to be a year of Value and Small cap investing, many small investors would become disadvantaged.
Small investors (RobinHood) tend to traffic in household names: Apple, Microsoft, JP Morgan, Tesla, McDonald’s.
The winners of 2021 would be obscure, small-cap recovery stocks, that nobody cares about. How much do we discuss companies like XONE (it is up 264% in 30 days!).
Spotted this skilfully crafted snow gigantic statue of an octopus this night in New York Central Park!
Charming, humorous and – way to go NYC!
That fuel metal is making all-time highs and is +55% in 3 months.
Uranium is, obviously, used as a base fuel for Nuclear power (Tesla batteries feed!)
