209 days ago

#Cyclical sectors #Energy and #Financials are seen as clear winners in #Q3 earnings on the back of a recovering economy and rallying commodity prices.

#Energy and #Financials saw record sector performances YTD amid low expectations at the start of the year. #Technology is seen as more resilient with a decent percentage of firms beating earnings for Q3. #Utilities were a clear outlier in earnings, still performing, but less so than counterparties.  

287 days ago

A look at all asset classes through a periodic style table

A fun way to categorize and visualize the industry. @John Kador & Kathleen Kowal

324 days ago

Flows into global equity funds has skyrocketed

There has been 187 US equity trading days from November 1st to today. This was the start of positive vaccine developments. Since November 2020, there have been +$837 Billion worth of global equity inflows in 40 weeks. This is +$21B worth of inflows every week or +$4.2B worth of buying per day. Source: The Market Ear

#Stocks

357 days ago

Ark Investment is adding to its Disney stake

Cathie Wood's Ark Investment Management added to its stake in Disney, as theme parks are now reopening and Disney-licensed movies are back in theaters. The investment firm believes that Disney still has a great growth path ahead.

#Stocks
Ark Investment is adding to its Disney stake

364 days ago

June market performance a mixed bag of profit-taking and staying the course

Can see commodities, small caps and emerging markets gave back big annual gains in June. MLPs and and US large caps maintain their popularity of the last year.

June market performance a mixed bag of profit-taking and staying the course
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