Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.
Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.
The US Energy Information Administration (EIA) released its Short-Term Energy Outlook (STEO) last week. It confirmed the current trends of increased production, improving mix and declining CO2 emissions.
Real assets that can raise prices either on commercial terms or because their regulatory framework ensures a minimum return on invested capital can be an effective way to maintain the purchasing power of savings.
In theory, a group of leading companies serving a very large and growing market should also be a solid investment opportunity. Testing this theory using a look-back of the actual performance of a basket of leading Consumer Discretionary brands offers some proof to this thesis.
As we begin 2024, the state of the consumer is a great place to start. As dedicated consumer spending-focused investors, the state of the consumer is an important variable to understand.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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