Last week stock markets lost pace and investors witnessed their first large losses since October. The rising yield in the bond market spikes fears for potential earlier unwind of stimulus.
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.
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.
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.
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.
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.
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?
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.
The pandemic has boosted the amount of SPAC IPOs this year. Is the current rise in the amount of SPAC IPOs justified or are we looking at yet another symptom of the over-liquidated financial markets?
NanoXplore, the Canada based graphene company has had major advancements this year. The company has completed the commissioning of its 4,000 t graphene plant, which is now the largest graphene plant in the world. And this is just the start.
The pandemic has initiated unprecedented and unlimited amounts of quantitative easing by central banks. Unlike previous rounds of quantitative easing, this time countries also released extremely high amounts of fiscal stimulus. These extreme amounts of governmental expenditures are possible due to unprecedented amounts of quantitative easing, which will have its consequences on the long run.
Lately gold bugs have been going through though times. After months of gold gains a period of consolidation has hurt gold stocks. Amid the gold slide Gold Resource Corporation (GORO) announced some new plans which dragged their share price down further.
Investing in growth stocks can be a perfect way to increase portfolio growth by investing in growing markets. However, this comes at a higher risk, but with the right analysis and fresh ideas the best investing possibilities come to light.
The corona crisis has led to unprecedented lay-offs and a steady unemployment figure of 10 percent. As in every crisis, the most vulnerable get hit the hardest. This has led to delinquency rates not seen in 21 years. In this article The Golden Investor will shed some light on this disturbing data.
Today The Golden Investor will focus on copper, the commodity which often correlates with global economic activity. However, in recent months the corona outbreak disrupted markets worldwide. But even though copper lost over a third of its value in the March sell-off, the material has seen a V-shaped recovery in pricing since.
As economies don’t seem to recover as fast as financial markets have recovered, it becomes clearer that we live in a central bank economy. While several countries still struggle with major outbreaks or an up-rise in cases, we face the biggest global economic crisis in human history.
Richard Schaefer, Vice President Sales and Marketing of the AMG Fonds provides his personal view on the short term and long term growth potential for gold. Especially gold miners have far more room for growth.
After one of the most iconic bull runs of the century, yesterday a rise in corona cases and a horrible outlook for the U.S. economy by the Federal Reserve ended it all with the biggest losses since March. The Golden Investor took his profits and sold all its assets including the majority of the miners portfolio. Nothing is safe as the second corona wave hits the United States. On the very short term The Golden Investor expects more losses.
In this exclusive The Golden Investor article Charmi Shah provides us with an analytic overview of Indian financial policy during crises. In this article Charmi Shah tries to analyze how India recovered from the global financial crisis and the steps that are being taken by the government to overcome the pandemic.
In this article The Golden Investor uses some simple graphs to show the vulnerability of pension funds to carbon-intensive sectors. The current corona crisis will expose this and again, the working class will bear the losses.
The Golden Investor remains extremely skeptical on the current QE-measures by central banks. The dependency of quantitative easing of financial markets has come to a point where financial markets are more than ever disconnected from the real economy and are fully driven by financial stimulus of central banks.
Syrah Resources (ASX:SYR) has been in major cash troubles due to falling demand out of China. Combined with high Chinese graphite exports the recent years this has resulted in a huge drop in graphite prices, hurting Syrah Resources and its stock. However Syrah Resources is an essential non-Chinese miner for our road to sustainability.
Walmart (WMT) has proven to be an excellent safe-haven with limited stock price losses during the last financial crisis. Walmart has less trouble sustaining dividend payments during economic downturns. The dominance of Walmart over food suppliers is controversial but very convenient in the next few months.
The last few years the amount of stock buybacks has increased significantly. Last year the amount of stock buybacks exceeded to over one trillion dollars. Even as an investing journal, The Golden Investor is a great supporter of banning stock buybacks.
Investing has never been more interesting than in 2020. Economists and stock markets around the world are afraid of what will come up next. The Golden Investor already knows what’s coming next, a drought in liquidity and a run on gold.
After big corona plays in March The Golden Investor continues to analyze the market and to stay ahead of other investors. After several stock markets saw their biggest losses in history even gold stocks tanked. In today’s monthly outlook we discuss the current catalysts and developments on stock markets.
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