Market Forecast

Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Emerging markets are up 10% since our last article on the subject, but the FED’s rate action might quickly erase the gains. Valuations are starting to diverge, but don’t fight the trend. Keep an eye on China as it is relatively undervalued and still boosts economic growth of 6.7%. Introduction In May we discussed how… Read More »Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Making The Case: Why Investing In Healthcare Is A Good Move Now

Healthcare spending is expected to grow at 5.8% per annum, or around 4% in recession time. The healthcare index is as equally valued as the S&P 500; global healthcare is cheaper. Government involvement and budget limits are the risks, but the risk reward ratio is one of the best in the market. Introduction Yesterday we… Read More »Making The Case: Why Investing In Healthcare Is A Good Move Now

Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.

The last jobs report was good news but it also indicates higher costs and full employment. An “easy to hire, easy to fire” mentality is in the air. Healthcare, cash or short term trades should be the best options in this situation. Introduction Last week the Nasdaq and S&P 500 reached yet another record high.… Read More »Signs of Fragility in the Economy Point to an Impending Bear Market. What To Do Now To Protect Yourself.

Euphoria & Denial Point to the Last Days of the Bull Market

Risks are cumulating and getting bigger. U.S. GDP growth is slower than expected, earnings and oil prices continue to decline. Japan is unable to grow while BREXIT risks are still unfolding. Introduction It is difficult to find good news lately. The last really good news was the June jobs report when 287,000 jobs were added.… Read More »Euphoria & Denial Point to the Last Days of the Bull Market

Will A Bet On Commodities Pay Now?

Iron ore prices are falling as supply continues to grow, while copper and zinc prices show signs of supply gaps forming. Low exploration and discoveries indicate that metals will be winners again in the future. The possibility of future inflation increases the appeal of commodities. Introduction Diversification is the ultimate protection against various economic factors,… Read More »Will A Bet On Commodities Pay Now?

Have Recent Market & Currency Gains In Brazil Just Increased The Risks?

Brazil’s economy contraction is slowing and the trend is turning positive. The political situation is currently stable but trouble is always around the corner. Fundamentals show potential but also risks as the price to book value is relatively high at 1.4. Introduction In April we wrote about Brazil and described it as a good risk… Read More »Have Recent Market & Currency Gains In Brazil Just Increased The Risks?

This Commodity May Have Reached Its Bottom. Find Out What It Is In Today’s Article.

Fertilizer prices have been declining alongside food prices, but food prices are picking up. Fundamentals give downside protection with some risk coming from short term earnings. The long term outlook is positive with balanced markets and demand growth. Introduction In agriculture and horticulture, potash is the common term for nutrient forms of the element potassium… Read More »This Commodity May Have Reached Its Bottom. Find Out What It Is In Today’s Article.

Should You Bet On Small Cap Growth Stocks? Why It May Not Be A Good Option Now

Small cap growth stocks only outperform in the two years after market bottoms. At this moment they provide more risk and less returns than the S&P 500. Introduction While it’s possible to make money in the stock market, it’s not easy. One thing an investor should know well, and constantly assess, is their exposure to… Read More »Should You Bet On Small Cap Growth Stocks? Why It May Not Be A Good Option Now