Knowledge is Power: Gold, Utilities Sector, Emerging Markets in 2020 Edition

The S&P is up by 3.31% on price return basis so far this year. NASDAQ has already increased nearly 7% YTD. Among the sector indices, Utilities has shot up nicely as investors flood into the sector seeking safety and yield. It remains to be seen how the rest of the year will play out. With …

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Knowledge is Power: Dividend Contribution to S&P 500 Return, Latin America Oasis, Oil Services Stocks Edition

The bull market in US equities in 2019 was one of the best in recent years. However for many folks it did not feel like a bull market because stocks heavily in the last quarter of 2018. In addition, not all sectors participated in the roaring. For instance, energy stocks never recovered to their greatness …

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Knowledge is Power: Market Headwinds, Peak Oil, Emerging Markets Edition

US markets have soared so far this year with the S&P 500 up by 25.30% based on price returns alone. Semiconductors are the stars of 2019 with a growth of over 48% for the Philadelphia semiconductor index. Even the normally boring bank stocks are up by 28% as represented by the KBW index. The important …

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Knowledge is Power: Disadvantage of Index Funds, East European Stocks, Frontier Markets Edition

The S&P 500 is up by 19% YTD on price basis. Including dividends it has increased by 21.05%. The following stocks reached a new 52-week high yesterday: Home Depot Inc. 238.17 Nike Inc. Cl B 95.89 Royal Bank of Canada 81.61 TJX Cos. 60.54 PNC Financial Services Group Inc. 144.32 With that said, below are …

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