Luxury Stocks in Focus as Spending Booms (SIG, SKDI, TPR)

Massive stimulus checks, extreme Fed easing, a strengthening inflationary outlook, rising employment, faster-than-expected vaccine rollout, and the movement out of the cold and flu season in the northern hemisphere are all contributing to rising economic expectations. With those expectations on the rise, the fact of a 20% savings rate is even more remarkable. The amount […]

Investing in the K-Shaped Recovery (CPRI, SKDI, SIG)

It’s sad but true: the recovery from the pandemic crisis and its associated deep recession has been about as uneven as any in modern history. The government keeps sending money out the door, but the result has been far from equitable, with the “haves” benefitting from rising asset prices and the “have-nots” suffering from deep […]

Investing in the Bitcoin Stock Market (HVBTF, ISWH, MARA, RIOT)

JPMorgan, one of the world’s largest investment banks, predicts Bitcoin could reach a value of $146,000. According to a Bloomberg report published this week, analysts said the digital currency could overtake gold, becoming the go-to inflation-hedge asset, helping to drive its price through the roof. Again, this is JPMorgan, one of the most respected and […]

Small Cap Momentum Stocks on the Radar (BNGO, MMEDF, LVGI, HVBTF)

Bull markets mature into frenzied displays of greed, hope, and naked euphoria before they die. But that last stage can go on sometimes for years, as we saw in the latter half of the 1990’s. As we climb back toward some version of a normalized operating context for the business economy in 2021 through the […]