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Investing Topics: Financial Stocks

World Markets: Bubble Time

By Yiannis G. Mostrous on Sep. 16, 2017

Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.

Europe’s Synchronized Growth

By Yiannis G. Mostrous on Jul. 31, 2017

Four months into the year and the global economy is in the midst of synchronized growth that should allow it to grow around 3.5 percent this year. China’s solid growth, India’s recovery after the monetarization jitters and the eurozone’s stronger-than-expected growth have been the catalysts for the strong showing this year.

Europe: Things are Good

By Yiannis G. Mostrous on Jul. 28, 2017

The current policies of the ECB were designed to fight deflation and financial fragmentation in the eurozone. Currently, though, stronger economic activity, easier access to credit, lower borrowing rates and weakening deflation pressures open the door for tightening, even if only gradual in nature.

Good News and Bad News

By Elliott H. Gue on Jul. 18, 2017

Two portfolio members are making the news, and we break down what it likely means for the holdings. Also, if you weren’t part of the inaugural subscriber chat, be sure to read the transcript.

Global Synchronized Growth: Favor China & Europe

By Yiannis G. Mostrous on Apr. 27, 2017

The data continues to point to synchronized global growth. Specific trends from China and recent European electoral results point to these areas as two worthy of your investment attention.

Still Fans of Financials

By Elliott H. Gue on Apr. 27, 2017

Although the S&P 500 appears overdue for a pullback of at least 5 to 10 percent, we remain bullish on select financial stocks and would regard any correction as an opportunity to accumulate our favorites.

Has the Trump Trade Peaked?

By Elliott H. Gue on Apr. 13, 2017

Investor talk has turned against the Trump Trade, and for all the wrong reasons. While a market correction is due, look to the sectors that did well during the post-election period to perform well–making pullbacks an opportunity to buy.

Risk Management and Positioning for the Future

By Elliott H. Gue on Mar. 29, 2017

We exit a few positions where our investment theses no longer hold, kick the tires on two of our winners and round out the Wealth Builders Portfolio’s financial sleeve with a new addition.

Cautiously Optimistic

By Elliott H. Gue on Mar. 20, 2017

Incoming data reinforce our take that the US economy has strengthened. But technical warning signs and policy concerns mean investors who invest in specific stocks and not the broader market have a better chance of outperforming.

Europe: Enter France

By Yiannis G. Mostrous on Mar. 19, 2017

Results from the recent Dutch elections removed one engine of political uncertainty in the eurozone. Will this year's remaining European electoral calendar echo this outcome and release an economy ready to accelerate?

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