Tuesday, November 29, 2022
Ignore the premature celebration on Wall Street that inflation has been beaten and all is well with the world. In reality, inflation is not close to being “beaten.” For example, take a look at food prices in the U.S., which increased 11.2% in the 12 months that ended September 30, after jumping 11.4% previously (the […]
Apple (AAPL) has been a haven in this turbulent market, but recent reports say it may not increase production of its new iPhone range because weaker-than-expected demand has caused a minor drop in its stock price. Apple’s share price has fallen about 4% since those reports. The dip is an indication of the smartphone’s continued […]
Alphabet (GOOGL or GOOG), Google’s parent company, is now the largest advertising platform in the world. That would be good news in a healthy market, but heading into a recession, it is actually bad news. Advertising is highly cyclical, and when consumers start pulling back and the economy slows, marketing is often one of the […]
The global auto industry is in an all-out drive toward a cleaner and greener future.However, for some suppliers to the auto industry, it has not been a pleasurable joyride. Instead, current conditions are more like driving on a icy, treacherous mountain road in the middle of a blizzard. Only the most skilled drivers will make […]
There are two big forces at work that show why the inflation beast will not be easy to tame for the Federal Reserve. First, although overall consumer demand is slowing, it still remains strong in many sectors. Second, many supply chain woes are still resolved. Supply chain disruptions due to the coronavirus pandemic were expected […]
When it comes to the companies that produce batteries for electric vehicles (EVs) and industrial users, many investors don’t think very far past Tesla (TSLA) and its famed gigafactories. But the industry is a lot more than just Tesla—in fact, it’s filled with a number of exciting young companies. One of the most exciting is […]
There is no doubt that in an inflationary environment—such as the one in which we find ourselves now—consumer spending habits are affected. As prices continue to rise, people will stop to consider the things they really need versus the things they would like to have. For example, when it comes to food, people simply must […]
Finding winners in the pharmaceutical sector is not an easy process. But it is potentially quite lucrative. For the pharmaceutical companies themselves, the current environment for success is reminiscent of the Greek myth surrounding Sisyphus, whom the gods condemned to repeatedly roll a boulder up a hill—only to have it roll down again once he […]
Companies in the defense industry have been in the spotlight since the start of the war in Ukraine. The conflict highlighted the fact that many nations (especially in Europe) look under-prepared militarily for their new geopolitical reality. That is translating to a sector that seems to be embarking on a long winning streak, with expectations […]
On August 24, we had confirmation of what I’ve been saying for a while now: energy is the place to invest if you’re looking for dividends, specifically oil dividends. As Reuters reports: “Energy companies reaping record profits from soaring oil and gas prices have helped global dividend payments to shareholders soar above pre-pandemic levels and […]
