by Uncommon Sense Investor | Nov 21, 2022 | Blogs, Investing, Media, Stocks, Technology, Top Ideas, United States
We try very hard to not have our headlines smack of hyperbole. This one, we acknowledge, walks a fine line. In this case, we’re essentially the messenger as we came across an article in the venerable Barron’s, which cites research into companies that grow...
by Mark Bunting | Oct 28, 2022 | Big Picture, Disruption, E-Commerce, Interviews, Investing, Media, Stocks, Technology, Videos
Ed Yardeni has drawn fascinating comparisons between the technological innovation during the 1920s and the cutting edge technology trends of this decade. Find out from the President of Yardeni Research why another “roaring ’20s” decade is...
by Mark Bunting | Oct 25, 2022 | Big Picture, Canada, Interviews, Investing, Media, Stocks, United States, Videos
Part two of our interview with Ed Yardeni sees the President of Yardeni Research explain how the U.S. is in a rolling recession, the possibility of a hard landing, the prospects for earnings, and when the major stock indices may hit a new high. ** Related...
by Uncommon Sense Investor | Oct 14, 2022 | Big Picture, Blogs, Investing, Media, Stocks
This may not be the message you want to hear but we try to bring you a variety of points of view. The following opinions eventually may not be correct but they’re worth listening to. That’s because they come from a strategist team that is paid to monitor...
by Mark Bunting | Oct 7, 2022 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States
Stop. Just stop. The narrative that the Federal Reserve is going to “pivot” and slow its inflation-fighting interest rate tightening cycle or pause or even start cutting rates soon is not going to happen. For one, the U.S. two-year yield, an indicator of...
by Uncommon Sense Investor | Sep 15, 2022 | Big Picture, Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
We know stocks are generally down this year. And we know the so-called MegaCap-8 stocks – Netflix, Nvidia, Meta, Alphabet, Microsoft, Amazon, Tesla, and Apple – have also been hit. But it’s instructive and interesting to compare and contrast the...