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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... rising inflation, which typically hurts most companies’ financial results. Clear signs that inflation has topped out or started easing, I believe, will spark a market rally. The assumption behind ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... now it's less than 22. Facebook's P/E ratio has fallen from near 20 to around 11. Amazon's P/E has been halved from 2 years ago. These companies are highly profitable, not the kind of speculative bets ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... 2020, or a shift downward like we're experiencing now, tends to be dramatic. In the current selloff, less-profitable companies and those built on stories about long-term potential were hit first and ...
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What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
... beyond. Rising interest rates are bad for growth stocks, a category that includes Netflix and Meta, whose valuations are predicated on robust future earnings. Because growth companies are more dependent ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... rates, which are seen as particularly harmful for such businesses. Predictably, work-from-home companies have been crushed by a combination of interest-rate fears and workers returning to the office—Zoom's ...
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A Big Market Shift is Underway
(Main Content/blog)
... the cost of borrowing. Thus, the long-term earnings potential of companies like Tesla or Peloton become less appealing when interest rates climb. The tech-heavy NASDAQ index is down 7% since early November, ...
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Why I Don't Invest in Crypto
(Main Content/blog)
... of real-life companies. It's not widely used in legitimate commerce—you can't buy groceries with it, for example, nor does the IRS accept tax payments in Bitcoin. The value of crypto is based simply on ...
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How to Handle the Market’s Volatility
(Main Content/main)
... is Covid-19 and its rampaging Delta variant. Supply chain disruptions due to Covid are making it difficult for companies to obtain components for their products. That in turn is making it harder to meet ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... is Covid-19 and its rampaging Delta variant. Supply chain disruptions due to Covid are making it difficult for companies to obtain components for their products. That in turn is making it harder to meet ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... is running at a 5.4% annual rate, although it could cool down as supply chain bottlenecks related to reopening subside. Junk bonds, issued by lower-quality companies, usually compensate for their riskiness ...
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When Will Stocks Rise Again?
(Main Content/blog)
... the rise of work-from-home companies like Zoom and Amazon, and more recently, the distribution of highly effective vaccines. But since early May, the market's momentum has stalled out: After hitting a ...
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How to Invest for Inflation
(Main Content/blog)
... companies’ costs—everything from wages to materials to borrowing costs. That puts pressure on earnings growth—and fast earnings growth is a core attraction of companies like Netflix, Amazon and Facebook. ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... companies, especially those that might pay a dividend. Think insurance companies, banks energy companies, for example. If you need to do selling within taxable accounts, do not delay doing it because ...
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The Stock Market Rotation is Here
(Main Content/blog)
... stocks in general—slower growers with attractive valuations—as well as hospitality, airlines, cruise lines and energy companies. Financials are another promising sector: Banks are reasonably priced and ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... markets have been rising in unison so far, I believe the best approach going forward will be to buy stocks of individual companies based on both their long-term prospects and their ability to weather the ...
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Vaccine News Shakes Up the Market
(Main Content/blog)
... health crisis. But what does that news mean for your investments? If you've loaded up on stay-at-home stocks—such as e-commerce, teleconferencing and streaming entertainment companies—it may be time to ...
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President Trump's Coronavirus Diagnosis: Market Impact
(Main Content/blog)
... strengthen the case for social distancing, while sending many students and workers home. What kinds of companies might thrive in this stay-at-home world? The kind that we at Copeland Wealth Management ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... why I believe it's time to raise cash and look for companies that offer immense value, but that the market has left behind. The bull market that followed the mid-March lows has been led by big companies ...
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Be Very Careful Here
(Main Content/blog)
Something strange is happening in the stock market. While earnings among companies in the S&P 500 index are down 25% this year, the index itself is down just 10%. Meanwhile the broad economy is in ...
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Fear Means Opportunity
(Main Content/blog)
... closing non-essential businesses. That's sent shockwaves through a whole host of industries, from restaurants to car dealers to airlines and convention organizers. It's a good bet that companies' earnings ...