TINA – At What Cost?

TINA which stands for “There is no alternative” has had a major impact on stock markets this year to the point where it has become a moniker for strategy adopted by investors. COVID-19 virus has raised the day-to-day importance of many popular companies and investors...

Taking advantage of low interest rates

With bank interest rates near zero, it makes zero sense to park money, other than the emergency fund, in savings or money market accounts. On the other hand, with the rate on 30-year mortgages recently hitting all-time lows below 3%, refinancing into a 15 year...

Is it really time to bail?

“Bubble”, “Correction”, “Overvalued” etc. are now the cool words splashing around on TV and newspapers. Of course, none of these pundits saw the 35% decline coming earlier this year, nor the subsequent 40% recovery. Yet, somehow, they want us to believe that a repeat...

Fundamentally Detached

It is not often that the stock market becomes decoupled with corporate earnings and economic indicators. In many ways, economic indicators and corporate earnings drive stock market movements. But, in the era of social distancing when the whole world has been turned...

The Calm before the Storm

Investors will return from a long holiday weekend in the U.S. on Monday to what may be the calm before the storm: a relatively quiet week before a deluge of second-quarter corporate earnings reports are published starting July 13. Most observers are looking past...

Can we have a vaccine, please?

Two major events occurred this week – Johnson & Johnson, which is working on a Covid-19 vaccine, moved up its expected start date for human trials to July from September. In the afternoon on Thursday, Powell revealed that the Fed could leave interest rates...
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