Earnings Season Is ON
Offline, value and banking stocks are having their moment in the sun as strong earnings and investor optimism about the re-opening are lifting stocks. However, richly valued tech stocks still fail to reach higher and remain pressured.
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Retail Investors Are Looking For A Bounce
Many technology stocks continue to be the most popular among individual investors who claim to be optimistic about a recovery and anticipate these corporations to keep driving the economy.
A Rotation Into Value?
The Trump Trade is back in focus, as investors shift towards small-cap and 'old economy' stocks in a manner reminiscent of the trends seen during Donald Trump's 2016 presidential campaign.
Goldman Sachs Gets Out Of Consumer Banking
Goldman Sachs is currently engaged in discussions regarding the potential transfer of its Apple credit card and high-yield savings account products to American Express.
June 2023 - Commentary
The surge in stocks in 2023 has been noticeably concentrated and spearheaded by prominent technology stocks, raising questions regarding the underlying reasons for this trend.