Weight-loss drugs like Novo Nordisk’s Ozempic and Wegovy, along with Eli Lilly’s Mounjaro and Zepbound, have been in the spotlight for their impact on the food industry. However, these GLP-1 drugs are beginning to raise concerns within the healthcare sector as well, with Medtronic, a major player in the medical equipment market, feeling the pressure….
Treasury Yields Climb, and Investors Aren’t Worried. What’s Going On?
Aldel Galo | August 9, 2024
The U.S. Treasury market experienced a notable shift this Thursday, with yields on the benchmark 10-year note approaching the 4% threshold for the first time in a week. Interestingly, this development hasn’t rattled stock investors, who seem quite comfortable with the upward trajectory of yields. Typically, rising yields can trigger anxiety in the market, often…
Why Warren Buffett’s Insurance Bets Could Pay Off Big
Aline Medeiros | August 8, 2024
Warren Buffett, often referred to as the Oracle of Omaha, commands significant attention from investors and traders alike. His investment moves through Berkshire Hathaway (NYSE) are meticulously tracked, offering insights into his strategic thought process. Among the 47 positions in his publicly traded stock portfolio, Aon (NYSE) stands out, reflecting his longstanding belief in the…
The Goldilocks Economy: Growth and Cooling Inflation in Harmony
Aline Medeiros | July 26, 2024
The American economy is demonstrating a rare and remarkable performance. Despite challenges and predictions of a slowdown, the economy has defied expectations, showcasing surprising strength and resilience. In the second quarter of this year, it expanded at a notable 2.8% annualized rate, a figure that surpassed many economic forecasts. This unexpected vigor is particularly evident…
Mortgage Rate Decline: A Golden Opportunity for Home Buyers and Investors
TipsForTraders | July 26, 2024
Corporate insiders are signaling a potential decline in mortgage rates, which could lead to a resurgence in housing turnover. This development holds promising implications for home buyers, housing-related companies, and investment vehicles tied to the housing market. Mortgage Rates on a Downward Path Mortgage rates are largely influenced by the yield on the 10-year Treasury…
s Wolverine World Wide the Next Big Thing in Small Caps?
TipsForTraders | July 23, 2024
Wolverine World Wide (WWW) has been treading water amidst a broader market rotation away from mega-cap tech stocks. However, the footwear giant’s shares surged last Friday, catching the attention of investors. Could this be the start of a turnaround for the company that houses iconic brands like Merrell, Saucony, and Wolverine? The company, which designs,…
Is Visa a Buy After Recent Stumble? Here’s What Analysts Think
TipsForTraders | July 19, 2024
Visa (NYSE: V), the payments giant that has dominated the credit card industry for decades, is facing a period of uncertainty. The stock has fallen 7.3% since its March 21st record high, and investors are worried about the company’s future profitability in the face of potential regulations, litigation, and market saturation. This article dives into…
Tech Tumble as Cool Inflation ignites Rate Cut Hopes: Winners and Losers Emerge
TipsForTraders | July 12, 2024
The stock market witnessed a reversal of fortune on Thursday, with the S&P 500 and Nasdaq retreating from their record highs set just a day prior. This shift followed the release of a cooler-than-expected inflation report, sparking a rotation out of Big Tech and into smaller-company stocks. The June Consumer Price Index (CPI), a key…
Undervalued Gems: 7 Stocks Set to Outperform in the Coming Months
Cam White | July 8, 2024
The S&P 500 has enjoyed a solid first half in 2024, propelled by the continued dominance of the largest technology companies. However, for the index to maintain its upward trajectory, a broader market rally is necessary. This begs the question: which stocks are poised to take center stage in the second half? Barron’s has identified…
Is Ford’s Dividend Strategy Enough to Outperform GM?
Elia | July 5, 2024
Ford Motor Company (F) has been lagging behind its crosstown rival General Motors Company (GM) this year. While GM’s stock has soared 30%, Ford’s has only managed a 5.6% gain. This underperformance is a head-scratcher for many analysts, considering both companies are experiencing similar sales growth and are aggressively pursuing the electric vehicle (EV) market….