News

December 2021

Watch for Profit Opportunities in China’s Homecoming

December 9, 2021TradeSmith Editorial Staff

In an article earlier this week, I pointed out the growing threat that leading Chinese tech stocks could vanish from U.S. exchanges. Companies like Alibaba (BABA), Baidu (BIDU), and Weibo (WB) are in fact getting pressured from all sides. No wonder their shares listed here in the U.S. are all down about 50% from highs earlier this year.

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Why China’s Leading Tech Stocks Could Vanish from the U.S.

December 7, 2021TradeSmith Editorial Staff

Many U.S. investors probably never give China a second thought. It’s just another overseas emerging market. And they may have little or no investment dollars tied to the country. But what authorities in Beijing are in the process of doing right now could have huge implications on stock markets, not just in China but around the world, and especially in the U.S.

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The Omicron Variant is Not the Real Trouble For This Market

December 3, 2021TradeSmith Research Team

The narrative goes something like this: Fears of a new coronavirus strain — and the havoc it could wreak if current vaccines prove ineffective — generated a market sell-off that began the day after Thanksgiving and intensified after the first omicron case was confirmed in the United States.

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November 2021

Two Under-the-Radar Supply Chain Winners

November 8, 2021TradeSmith Research Team

As we come out of the COVID-19 pandemic, one of the biggest impacts continues to be the major disruption in the supply chain ecosystem, which is introducing new and unforeseen barriers each and every day.

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Qualcomm Issues Some Good News About Semiconductors

November 5, 2021TradeSmith Editorial Staff

You might have also read that Apple anticipated a crunch on chips this quarter. Unfortunately, the news impacted the company’s sales forecast for the iPhone 13 during the busy holiday season. Well, how about some good news?

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Playing Momentum in a Troubled Job Market

November 4, 2021TradeSmith Editorial Staff

The ongoing shortage might be a burden for macroeconomists and large corporations to solve. But we see an opportunity based on strong momentum for one trend in the hiring markets.

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A Travel Crisis Grows as We Approach a Hectic Holiday Season

November 2, 2021TradeSmith Editorial Staff

Many Americans are looking forward to traveling for the holidays to see family and friends, after lockdowns and COVID-19 waves hindered their plans last year. But the airline industry is facing a new problem. The current labor shortage could create another set of challenges for an industry in need of recovery.

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October 2021