ETFs (Exchange Traded Funds) comprising of a basket of securities that jointly have some exposure to a certain investing story are called Thematic ETFs. It is a fast-growing sector of investing. Such securities can give great well-diversified value, but there’s often a lot of work to be done before buying it. Not all of them…
SP500 is now 1.2% away from making an all time high. If (or when) that happens, it will be the 2nd time in history after 1983 that the wide market makes a new all time high during a recession (I wrote about the reasons of such equity markets behaviour here as I rebalanced the GLP…
Quite a bit of action on the markets in the middle of the summer season. We’re almost half way through the reporting season. As I wrote here the downbeat expectations make the 2Q20 positive aggregate earnings surprises quite impressive. A lot is going on in some of the commodities as well as the monetary and…
Greetings from the Netherlands dear Smart Investors! I strongly recommend visiting this beautiful flat-like-a-table country to anyone who likes active holidays. Biking routes are plenty everywhere and the Dutch plains are so easy for the kids to bike! You really feel save eveywhere you go with your bike, as bikers have top priority here :).…
Last week was pretty interesting actually, even though we’re in the middle of the summer season. There has been little macro data, hence the market concentrated more on stock-specific situations. Let’s take a look: Last week -> Global markets rallied on Monday to start the week, boosted, amongst others, by the Chinese government telling people…
It was a shorter week last week due to a day off on Friday to celebrate the Independence Day in the USA. Here’s what was up in short: Last week -> The markets last week were slowly getting used to the rising virus cases and the marginal negtive effect of such news on the equity…
Hey hey 🙂 Summer is here finally. For most of you it’s time to take your time off and rest after hard work for most of the year. But markets never sleep. I remember very well both August 2011 and 2015, when Summer became hell for most of people, as sudden developments took most off…
Hi Smart Investors! I hope you’re doing all right. It’s been more of a quiet week really, but here’s what’s up: Last week -> The market managed to reign in the recent burst of downside volatility from Thursday the week before and from a technical perspective it defended the 200 moving average support level on…
Hello everyone! Here’s what moved the markets this week in short. Last week Equity markets stories:-> On Monday the US National Bureau of Economic Research (NBER) officially named February 2020 the last cycle’s peak and announced that the US economy is in recession (4 month under way now).-> Paradoxically on the very same day S&P500 turned…
Hello everyone! Bullish sentiment persists in markets into the start of June. Here’s a quick recap for you of what matters the most and drives markets currently. Last week Equity markets stories:-> The markets ignored the massive wave of social unrest in US caused by the death of George Floyd, an afroamerican killed by a policeman.…