Stock Market Analysis & Comment

Strong tailwinds will allow V to weather the inflationary and recessionary environment The reopening of China and Japan will boost earnings despite macro gloom Despite strong earnings, V is trading at...

Stocks were up yesterday to start the day, rising by around 70 bps, then after the Fed announcement came, they dropped sharply. Then on schedule, around 2:30, the implied volatility melt started...

The toxic mix of stubbornly high inflation and geopolitical uncertainty provides good enough reasons to fortify your retirement portfolio with low-risk stocks UnitedHealth is a reliable dividend stock...

MicroStrategy's big bet on Bitcoin now drives the value of MSTR stock Value in the operating business seems thin barring a change The case for MSTR is simple: it’s a leveraged play on the...

Netflix (NASDAQ:NFLX) is down almost 60% year to date, making it the second worst performer after Meta Platforms (NASDAQ:META) among big tech.As opposed to Meta, whose advertising revenue has...

Fed concludes highly anticipated September policy meeting today Markets expecting another 75bps rate hike Consider Bank of America, Charles Schwab and Dell Technologies The U.S. central bank has...

Uber and Airbnb face similar macroeconomic headwinds But the pandemic shock has shown that their business models are resilient and can withstand a sudden drop in demand Uber stock has rebounded...

Nobody knows what future corporate profits will be, but signs show parts of the global stock market have turned attractive on valuation WisdomTree has a handy dashboard to view P/Es across the...

The opening of Chinese markets to foreign investors will likely result in larger capital inflows China currently accounts for 19% of the global GDP, but only 13% of equity capitalization From a...

Shares of Meta Platforms (NASDAQ:META) plunged 13.5% last week, its sharpest weekly loss since January, when the stock plummeted 21.15%, closing at $146.29, a mere $0.28, or 0.02% from its pandemic...

It was a reasonably dull day for the market yesterday, with the S&P 500 flirting around the flat line all day. We did catch a late-day rally, with the index rising around 70 bps. Most of the rally...

Shares of Adobe plunged last week amid mixed earnings and, most notably, the $20-billion acquisition of Figma The Figma deal raises fears Adobe’s competitive position is weakening But the deal...

3M is finding it hard to put a price tag on its potential legal liabilities Recent setbacks in court battles mean stock will remain under pressure The soaring yield on 3M stock indicates that new...

Down 28% so far this year, GOOG looks like a clear buying opportunity But given external dynamics, the case isn’t quite that simple Long term, the stock will be fine. But GOOG isn’t the...