In July 2004, one of the world’s most innovative companies completed its initial public offering (IPO). In fact, this company transformed the way that people buy products. It wasn't Google, but it probably changed your life. You just might not know it yet.
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In April, roughly 649,000 people in the retail sector quit their job. That’s the largest single-month departure of Americans from retail jobs since the U.S. government started tracking worker movement more than two decades ago. What’s happening with the labor force requires more profound reflection.
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One of the most important stories I've been following centers around China. While COVID has been the major theme for more than a year, there's another underlying current that could shock the markets very soon.
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Remember about a year ago when oil crashed? No one wanted oil. Supply was abundant with no demand. Fast forward just a year and oil is now in a raging bull market. But I’ve learned there are right ways to trade the rising price of oil and wrong ways.
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Every few years, a new money manager takes the investment world by storm. This manager rides a previous success or prediction into the headlines. Investors pour capital into his or her funds. Today, the “rock star” money manager under pressure is Cathie Wood, the CEO, Chief Investment Officer, and co-founder of Ark Invest.
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On April 13, I said Walt Disney was one of the economy’s most attractive “reopening stocks.” At the time, shares sat a little north of $185 per share. Since April 13, DIS stock has pulled back. It is trading under $169 per share. What happened?
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On Monday, AT&T Corp. announced it would spin off its Time Warner media assets with Discovery Communications to create a new media giant. AT&T would receive about $43 billion in cash and T shareholders would receive 71% of the new company as part of the deal. Sounds incredible, right? Wall Street was less than impressed with the full details.
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Last week, an incredible report crossed my desk. With so much happening in the market right now, I want to ensure that you didn’t miss this because this story speaks to a remarkable long-term trend that you can exploit right away.
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2020 is the perfect example to showcase how much shifting consumer behaviors can move the needle for publicly traded companies. Now, the pendulum is swinging in the other direction. Travel is resuming, live sports are popping, and consumers are getting more social.
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Scarcity is the key to investment opportunities in commodities. With water, it’s no different.
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