What investors should expect over the coming months: Abrupt swings to the upside for the S&P 500 within the context of a bear-market correction, further downside in oil prices in the first quarter, weakness in the US economy and fewer rate hikes from the Federal Reserve.
The financial infotainment industry has hyped the diplomatic tension between Iran and Saudi Arabia as a geopolitical risk that will support crude-oil prices. There's a reason Monday's pop in crude-oil prices was so short-lived: this narrative just isn't true.
Thus far in 2015, the information technology sector has posted the second-best total return in the S&P 500, lagging only the consumer-discretionary stocks in the index. With an eye toward establishing positions on a correction in the broader market, we highlight some of the most powerful secular growth stories underway in the tech sector.
The financial media tends to exaggerate the influence of geopolitical developments on oil prices, especially to explain daily moves in these commodities. But today's market hold more in common with the 1990s, when the price of West Texas Intermediate crude oil actually declined at the height of the Gulf War.
The S&P 500’s performance this year, coupled with softness in key leading economic indicators, has reminded investors that there’s no such thing as a gravity-less rainbow. But savvy investors can take advantage of the selloff to find a real pot of gold.
Investors in initial public offerings (IPO) often harbor dreams of windfall profits by buying a winning growth story in its early innings. Nothing stokes investors’ imaginations like a hot tech IPO, but massive changes are underway.
Although we remain cautious on equities because of the increased potential for a bear-market correction, we continue to highlight secular growth stories with an eye toward buying these names on a pullback.
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