Author Archives: 1investor

You may have heard the S&P 500 Index (S&P) is having another banner year, with a total return of 26%, year to date. Sounds great. But look a bit closer and, per David Kostin at Goldman Sachs, you’ll see over 33% of the S&P’s gains in 2021 have come from 5 very large companies (based […]

Ho, ho, ho. The Santa Claus rally may be just around the corner. Usually, though not every year, there is a lift to the markets in late December. There are many theories to the Santa Claus rally but there all just that – theories. From extra cash on hand thanks to unloading losing investments for […]

Do you like receiving surprises? A surprise gift or a surprise birthday party? I think most people like the former but not so much the latter. The markets are similar in they do not react well to surprises, as what happened this past week. I was reminded the stock markets do not like inflation, they […]

Thursday evening, I told a friend I thought Friday would be a good day for the markets because they had ended Wednesday with some upward momentum after bouncing up and down earlier in the week. Boy, was I wrong! Friday morning, I started getting direct message alerts that a number of the stocks in the […]

Connections. Its amazing events are connected to other events. While Covid-19 is still present in North America, it has already caused one European country to go into lockdown to stop the spread of the virus (Austria), and at least one other European country to consider a lockdown (Germany). The connection between Covid-19 and travel stocks […]

It was not a good week for traditional conglomerates as commercial break ups spread across the world. Earlier in the week, 129-year-old General Electric announced it was splitting into three units centred around aviation, healthcare, and energy. In Japan, industrial giant Toshiba stated it would be splitting into three companies focused on infrastructure, semiconductors, and […]