Investor Essentials Daily

The pandemic reminded us about a lot of things we did not not look at, such as the importance of pharmaceutical companies—the companies competing to develop the vaccine had our complete attention...

We’re fast approaching the end of Q3 earnings season for the S&P. Overall, it didn’t look great. We saw fewer beats this quarter than any other quarter during the entire pandemic...

Nobody’s happy with the Federal Reserve. Folks either think it’s been too lax or too aggressive when it comes to raising interest rates...

All eyes are on Europe to see how they will handle the energy crisis as any kind of deal with Russia is off the table...

The United States has underinvested in infrastructure for many years. As the pandemic subsided, companies couldn’t push off investments anymore, so we’re finally starting to see reinvestment...

Back in August, we highlighted Steel Dynamics (STLD) as our FA Alpha 50 pick. Since then, it has outperformed the market...

The market held up remarkably well during the pandemic. This is partly because corporate and consumer balance sheets were so strong. Government stimulus helped bolster these balance sheets, as did other programs, like pausing all student loan payments...

It has been a tough year for many funds. S&P 500 Index is down around 17% year-to-date and uncertainties all around the world have been going on throughout the year...

The U.S. remains determined to invest in infrastructure and the latest funding to keep the California nuclear power plant open shows it....

The outlook for the housing industry is not that bright, making investors worried about construction companies...

We have been talking about themes like the supply chain supercycle, the shale renaissance, and the at-home revolution for a long time...

The market held up remarkably well during the pandemic. This is partly because corporate and consumer balance sheets were so strong...

The consumer staples industry tends to be more stable during economic downturns. That means these companies tend to be a safe haven when it comes to both equity and credit investors....

Everyone thinks active investment management is dying, which is true to some extent. Hedge funds failed to generate consistent excess returns, and investors are shifting to passive investment....

The market held up remarkably well during the pandemic. This is partly because corporate and consumer balance sheets were so strong. Government stimulus helped bolster these balance sheets, as did other programs, like pausing all student loan payments....

One of the biggest hedge funds, Millennium Management, is returning $15 billion to its investors at the end of the year to carry on its plan to lock up investors’ money for a more extended period of time...

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The utilities industry is recession-resistant. Its business doesn’t fluctuate much based on economic factors, so it tends to have low credit risk...

We were committed to moving to cleaner energy sources until Russia’s invasion of Ukraine...

There are several datapoints people use to predict when the next recession is coming. Yield curves are popular, as are labor rates, income growth, and spending—to name a few. There are other less traditional recession indicators that have been getting attention recently, although they don’t tend to work quite as well...