Investing

IQE (LSE:IQE): 5G Infrastructure Will Be Cash-Cow For This Stock

While stock markets seem to be cooling down, IQE is already trading at new lows after ongoing supply chain disruptions in the semiconductor industry. However, the potential for this stock is high, and positive profit surprises on the midterm likely.

ETF’s: Diversification Reduces Risk, But Kills Competition

Where ETF’s are great instruments for investors seeking for diversification, common ownership has its drawbacks. In this article we dive deeper in the common ownership trilemma and why common ownership could be bad for our economy.

Nautilus, Inc (NYSE:NLS): Home Exercise During Next Winter Lockdowns

Home fitness equipment supplier Nautilus (NYSE:NLS) reported record revenue growth during the past year. After a huge initial surge during the start of the pandemic Nautilus is still up 200 percent but the stock seems to be cheap at these levels.

CPI Is Surging: Putting The FED In A Split

The Consumer Price Index (CPI) measures the change in the price of goods and services from the perspective of the consumer. It measures changes in purchasing trends and inflation. In May CPI rose to 5% year-over-year, putting increasing pressure on the FED to ensure price stability, one of the main objectives for the central bank.

ABN-AMRO (AEX:ABN): Bad Performer Could Be A Major Inflation Winner

Even though Dutch bank ABN-Amro just posted a minor loss after swallowing a 480 million euro fine for money laundering negligence. However, considering their low share price at the moment and the inflationary pressure, ABN-Amro could see major gains on the short term.

Turkey Continues To Shoot Themselves In The Foot: Lira Weaker Than Ever

President Recep Tayyip Erdogan’s failure to recognize the importance to keep inflation down is continuously undermining the stability of the Turkish economy. Without independence for the Turkish Central Bank from the government, more weakness can be expected.

Time For TIPS: Inflation Is Already Here

Lately, the stock market’s main fear has been the rise in Treasury yields as vaccine roll-outs continue and seem to be effective. The enormous amounts of governmental spending last year will most likely drive up inflation from the start of the summer far above the 2 percent target rate. Balancing your portfolio is advised as stocks seem to react sluggish to the rising yields.

Corona Stocks: When Did Investors Take The Virus Seriously?

Exactly one year ago the coronavirus was spreading through China, while there were several earlier signs of the disturbing spread of the viral disease. Today The Golden Investor takes a look at how corona stocks behaved prior to, and during the outbreak.

Redditors Squeeze Out Professional Hedge Funds

As in many states gambling remains restricted, bet puns in those states seem to have found a perfect alternative. The work-at-home environment has inspired many to start investing as bank accounts yield close to nothing, while financial markets reach for all-time-highs. In this ultra-bullish environment small retail investors become increasingly risk-thirsty in their pursue for profits.

Inflation Outlook 2021

After an unprecedented and eventful year, The Golden Investor looks into the future again. Even though the end might be in sight, there is still much economic turmoil to withstand. In this article The Golden Investor tries to qualify the risk for inflation in the near future.

The Golden Investor Portfolio Performance 2020

Almost a whole year has past since the start of The Golden Investor, so it is time to take look at how the stock picks of The Golden Investor have performed in this extremely abnormal year.

Perion Network (PERI): Israeli Advertisement Company On The Verge Of A Big Surge

After the renewed partnership between Perion Network (PERI) and Microsoft (MSFT) and an increased guidance for Q4 revenue, Perion Network (PERI) stock surged. The Golden Investor thinks their is still more room for growth after the revival of this Israeli tech firm that overcame previous corona losses with great magnitude.

Ping Identity (NYSE:PING): Tech-Stock Worth To Consider After Recent Sell-Off

After the recent sell-off Ping Identity (PING) seems to be reasonably priced at these levels. The stock recovered slightly since their harsh sell-off following their positive, but stagnating revenue in their Q3 report. The Golden Investor thinks this provides the opportunity for investors looking for reasonably priced tech-stocks.

Bitcoin Versus Gold: Winners Of Failing Fiat Currencies

While in recent weeks gold slowly dropped in value, Bitcoin rose a stunning seventy-five percent since late September. Both asset classes have thrived on increasing central bank interventions, boosting safe-haven assets. Which one will prevail: physical gold or blockchain-protected Bitcoin?

Gold Sell-Off Is Buying Opportunity For Long Term Investors

Exciting vaccine news by Pfizer has pushed precious metals down, especially gold sees safe-haven demand drop heavily under new risk-on sentiment on financial markets. However, long term catalysts for gold have not changed.

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Thoughtful Economic Perspectives