JARAMA The U.S. Bureau of Labor Statistics (BLS) nonfarm payrolls has averaged monthly gains of over 233k over the past year. By all standards, that is a healthy number, especially considering the federal funds rate has been above 5% over that same time period. However, a deeper look into the numbers may reveal the impact…
Solskin The biotechnology sector has been a hotbed of innovation and progress, with companies making groundbreaking strides in areas like gene therapy, cancer treatments, and regenerative medicine. This progress, coupled with promising financial returns, has made the sector an attractive investment option. Unfortunately, the momentum just hasn’t been there. Most biotech stocks peaked in 2021…
pepifoto There’s the man, and then there’s the index. There’s the index, and then there’s the ETF. A lot of people are familiar with media personality Joe Terranova. He’s got an index and a fund that seeks to track that index which is rules-based. The methodology is worth taking a look at independent of Mr….
SweetBunFactory You’d think that with all this AI hype, semi stocks broadly would be doing well. This of course until you dig deeper and realize how much of this narrative is being driven by just one stock (Nvidia, my fav!). Semiconductor stocks outside of Nvidia (NVDA) really haven’t done all that much since 2021, but…
IgorSPb/iStock via Getty Images Shares of Costamare (NYSE:CMRE) have rebounded notably in recent weeks. This can be attributable to the company’s dry bulk and containership fleets, which are likely set to benefit notably from the ongoing safety issues in the Red Sea, averting vessel passage in the Suez Canal. However, I believe that the market…
tadamichi The trouncing of smaller caps by mega-cap stocks has been one of the hallmark market themes of this year, with the S&P 500® Top 50 outpacing the S&P SmallCap 600® by 30% YTD.1 As a result of its inherent small-cap bias, the S&P 500 Equal Weight Index ((EWI)) has suffered accordingly, underperforming the S&P…
gremlin Given the risk of the Magnificent 7 breaking given just how well they’ve done this year, it’s worth considering moving away from market-cap weighted averages to more equal weight ones. So let’s say you’re bullish on Technology and the NASDAQ 100, but don’t want to take on the company specific risk that’s in QQQ….
rticknor Introduction On August 11, 2023, the Vancouver, British Columbia-based Canadian Metalla Royalty & Streaming Ltd. (NYSE:MTA) announced its operating and financial results for the second quarter of 2023. Also, on September 8, 2023, the company announced its merger with Nova Royalty Corp. (NOVR:CA) (OTCQB:NOVRF). Brett Heath, President and CEO of Metalla, stated: We are…
MF3d Sometimes knowing what you don’t know is as critical as what you do. Biotech is a good example. I can talk electronics all day long, but biotech is another black magic, where I need to google half the buzzwords and everything looks shiny and bright. I remember the first golden age of biotech in…