Investing and Analysis

Kodak Will Start Manufacturing Ingredients for Drugs

In our modern world, electronics have become taken for granted in both the civilian and military worlds. Many people would even have trouble coping without them. They are seen everywhere, and people of all ages have smartphones and other electronic devices. All electronics are dependent on rare-earth elements to make them work. China is currently the world’s largest supplier, providing ...

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Q2 GDP Not as Bad as Expected, But Still Disappoints

Economists and investors alike were prepared for a terrible GDP reading for the second quarter. The economic lockdowns that were put in place in an effort to halt the spread of the COVID-19 virus were going to take a toll, there was no denying that. The consensus estimate for the quarter was for 35% contraction in economic activity, but the ...

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Keep an Eye on the Sentiment for Silver and Gold

Over the last four months, silver and gold have been on pretty big rallies. Gold gained 26.2% from its low in March to its close on Wednesday while silver gained 96.6% over the same period. The last time silver saw a rally anywhere close to what we have seen in the last four months was back at the end of ...

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Strange Happenings Continue Affecting the Market

Last week I wrote about the staggering gap in the returns for the growth segment of the market and the value segment. The value segment has picked up a little steam in the last few weeks and from July 9 through July 17 the SPDR S&P 500 Value ETF (SPYV) gained 5.17% while the SPDR S&P 500 Growth ETF (SPYG) ...

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News Out of the Retail Sector: Layoffs, Store Closures, and Bankruptcy

Traditional brick and mortar retail stores have been among the hardest hit businesses during the current health crisis and economic restrictions. There have been a few traditional stores that have been able to maintain to some degree, but mainly it was companies with a growing online presence before the crisis started—companies like Walmart and Target come to mind. Other retailers ...

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A Flight to Quality?

The investment environment changed dramatically in mid-May as investors seemed to switch their focus from growth-oriented stocks to value. I shared my theory the other day that it seemed like more of a case of buying anything that hadn’t rebounded from its March low. We saw insane gains from various oil companies, banks, industrial companies, etc. I specifically mentioned airline ...

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The Commercial Real Estate Dilemma

The commercial real estate market continues to suffer from all sides. Although businesses are opening, it will take a while for many of them to get back on their feet. People are hesitant to invest in commercial properties now, partly because of the expectation of a possible second wave of the coronavirus pandemic and partly because of looting and destruction ...

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Looking Back at My Prediction for the Market in 2020

We’re not quite halfway through the year just yet, but while doing some research for another article earlier today, I couldn’t help but think about an article I wrote for Bull Market Rodeo at the beginning of the year. I wrote the piece back in December and pointed out what I thought would be the top two sectors for 2020. ...

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