Rewards Out There 03 (Jun 16 - Dec 22)

Re: Rewards Out There 03 (Jun 16 - Dec 20)

Postby winston » Tue Sep 08, 2020 9:26 pm

Goldman Sachs Has 10 Reasons the Bull Market Has Room to Run

by Lee Jackson

1) We are in the first phase of a new investment cycle, following a deep recession. The ‘Hope’ phase – the first part of a new cycle.

2) The economic recovery looks more durable as vaccines become more likely.

3) Our economists have recently made upward revisions to their economic forecasts and it is likely that analysts’ expectations will follow.

4) Our Bear Market Indicator (which was at very elevated levels in 2019) is pointing to relatively low risks of a bear market despite very high valuations.

5) Policy support remains very supportive for risk assets. There is both a central bank ‘put’ – a belief that central banks will be there to provide as much liquidity as is required – and a fiscal ‘put’ as governments have scaled up their willingness to support growth.

6) The Equity Risk Premium has room to fall.

7) The resumption of zero nominal interest rate policy in the recent past, together with the extended forward guidance, has created an environment of greater negative real interest rates.

8) Equities offer a reasonable hedge to higher inflation expectations.

9) Equities look cheap relative to corporate debt, particularly for strong balance sheet companies (60% of US companies and 80% of European companies have dividend yields above the average corporate bond yield).

10) The digital revolution continues to gather pace.


Source: 24/7 Wall Street

https://247wallst.com/investing/2020/09 ... SEP082020a
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Re: Rewards Out There 03 (Jun 16 - Dec 20)

Postby winston » Mon Oct 12, 2020 2:03 pm

3 reasons stocks will probably rise no matter who wins the presidential election

by Nancy Tengler

1. Manufacturing is on the rise
2. Technology will keep driving growth
3. Global growth


Source: USA TODAY

https://finance.yahoo.com/news/3-reason ... 37485.html
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Re: Rewards Out There 03 (Jun 16 - Dec 20)

Postby winston » Sat Dec 05, 2020 8:33 pm

3 Market Predictions for the Coming Year

These aren't wild guesses ... they're based on facts, trends, and firsthand observations

By Matt McCall

Prediction #1: There will be at least two corrections in 2021
Prediction #2: Small caps will outperform
Prediction #3: A massive infrastructure/clean energy bill will be passed


Source: MoneyWire

https://investorplace.com/moneywire/202 ... 6OJc9o/h4=
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Re: Rewards Out There 03 (Jun 16 - Dec 20)

Postby winston » Thu Jan 14, 2021 7:49 am

Traditional sectors to propel economic recovery

The recovery in traditional economic activities will take global growth to above 4 percent through 2022 at a minimum, a bank estimates.

Technology and gold will be vulnerable to an increase in real interest rates, said Ken Peng, head of Asia investment strategy at Citi Private Bank.

“In the event that real interest rates do rise, I think the more vulnerable assets will be the ones that have performed the best – tech. Because they've benefited the most from the collapse in real interest rates,” Peng said.

Gold could come under pressure when real interest rates go from minus one to zero.

But he does not think the Fed will begin tapering this year.

“If you have a large amount of long-term government debt to manage, you don't want long-term bond yields to rise too fast.''

Source: The Standard

https://www.thestandard.com.hk/breaking ... c-recovery
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Re: Rewards Out There 03 (Jun 16 - Dec 22)

Postby winston » Wed Jan 27, 2021 7:56 am

4 Power Trends for 2021

Power Trend No, 1 -- the Battery Metal "Rush"
Power Trend No. 2 -- Travel Bounces Back
Power Trend No. 3 -- "Easy Money" Makes Hard Money Shine
Power Trend No. 4 -- The Worldwide 5G Rollout

Source: Investor Place
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Re: Rewards Out There 03 (Jun 16 - Dec 22)

Postby winston » Tue Feb 02, 2021 9:49 am

Cramer recommends theme stocks to buy on the next market sell-off

by Tyler Clifford

Chip shortage
Lam Research
Applied Materials
Taiwan Semiconductor Manufacturing

E-commerce
Amazon
Walmart
Target
Shopify
Microsoft
Adobe
Salesforce
ServiceNow
Facebook
Alphabet
Etsy

Reopening trade
Disney
Boeing
Honeywell
Digitization
Snowflake
Salesforce
Adobe

Cybersecurity
CrowdStrike
Palo Alto Networks
Zscaler
Okta

5G
Skyworks Solutions
Apple
Qualcomm
Qorvo
Crown Castle
Marvell Technology
T-Mobile
Broadcom
Inseego
NXP Semiconductors

Stimulus
Vulcan Materials
Martin Marietta Materials
Caterpillar

China
Apple
Starbucks
Nike

Self-directed stock picking
Morgan Stanley

Fintech
PayPal
Square
Affirm
Intuit
IPOE (SoFi)

Health care
Thermo Fisher Scientific
Danaher
Eli Lilly
Teladoc Health
Abbott Laboratories

Electric vehicles
General Motors
MP Materials
Quantumscape
TPG Pace Beneficial Finance
Luminar Technologies
Ciig Merger (Arrival)
Northern Genesis Acquisition (Lion Electric)

Remote work
Williams-Sonoma
Zoom Video Communications
Wayfair
Logitech
Amazon
RingCentral

Housing
Lennar
Pultegroup
D.R. Horton
RH
Home Depot
Lowe’s
Azek
Trex

Clean energy
Plug Power
Linde
Generac


Source: CNBC

https://www.cnbc.com/2021/02/01/cramer- ... KW,4GZSK,1

Source: CNBC

https://www.cnbc.com/2021/02/01/cramer- ... KW,4GZSK,1
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Re: Rewards Out There 03 (Jun 16 - Dec 22)

Postby winston » Mon Feb 08, 2021 9:03 pm

Five opportunities and five risks in 2021

by Shamik Dhar

1. Opportunity one: Covid-19 could be crushed. The vaccination programme could be more successful than expected. With more supply coming onto the market in Q1 if Johnson & Johnson’s one-shot vaccination is successful, a 90% efficacy for a number of vaccines might bring herd immunity faster than expected. The economies of Europe, the UK and the US would be the most notable beneficiaries if this were the case.

2. Opportunity two: Investment opportunities could broaden. A weak US dollar and a global cyclical recovery could create tailwinds for Europe and Asia. Europe could benefit from increased fiscal spending while Asia could benefit from more successful disease control relative to the rest of the world.

3. Opportunity three: We could return to the Roaring Twenties. All developed countries have had unusually high savings rates during the pandemic. In the spring of 2020, many governments enacted strong fiscal support, but there was nowhere to use it. A successful vaccine protocol could lead to greater spending and pent-up demand could carry the global economy forward.

4. Opportunity four: Inequality could fall. Fiscal support and renewed economic activity – coupled with a revival of the small business segment – could help narrow the gap between the haves and have-nots. Small- and mid-cap stocks could rally as a result and benefit from the cyclical recovery and risk-on investor sentiment.

5. Opportunity five: Inflation could stay low. Inflation is likely to remain subdued because the recovery in demand is likely to lag that of supply. We expect this is the most likely scenario where despite massive fiscal and monetary stimulus, inflation is unlikely to be a big issue in 2021, especially in developed markets.

Source: The Edge
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