U.S. equities have soared by double digit percentage points so far this year. However they may not be the winners next year. More specifically when investing in stocks it is important to focus on the future and identify opportunities as opposed to looking the past returns. So investors can look for better growth outside of …
Continue reading ‘The Bull Case for European Stocks in 2020’ »
US equity markets have had a splendid return so far this year. Relative to the performance of American stocks, some foreign markets are performing not great. For example, Chile is down about 14% suddenly when protests erupted in that emerging market a few weeks ago. However this type of reaction can lead to wonderful opportunities …
Many industries in the US are highly concentrated with a handful of players dominating the market. In the past I have written about the monopoly and oligopoly madness in many industries. Some of these articles can be found here, here, here, here, and here. In this post, let me discuss about the market concentration in …
Continue reading ‘US IT Sector: Another Sector With High Market Concentration’ »
The defense sector has been one of the stable and strongest growing sectors since the 9/11 attacks. Firms in this sector were the biggest beneficiaries of rising defense budgets especially in the US. For example, Lockheed Martin (LMT) is up about 46% year-to-date. Despite excellent performance in the past, a recent journal article cautions investors …
Tech stocks are hot again this year. The top flying stocks are up by double digits percentage points year-to-date. The bull market in this sector continues for the past few years. Seemingly endless growth and innovation are driving investors to pay sky-high premiums for the top tech market darlings such as the FAANGs. Some of …
Continue reading ‘Tech Stocks: Is It Really Different This Time?’ »