11642

An Undervalued Commodity Play for Economic Uncertainty and Rising Inflation

It’s clear that supply chain disruptions and ongoing fiscal and monetary stimulus measures will likely continue to keep prices heading higher. With elevated inflation rates looking more certain, and with bonds offering no real returns after inflation, investors may need to look beyond stocks to hedge with commodities. Historically, gold has served the role of a hedge against rising inflation and political uncertainty. It’s been knocked down from its 2020 highs, but is showing signs of robustness. However, when gold rises, silver ...
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11633

This New Service Industry Leader Is Cleared to Move Higher

Despite a global pandemic, supply chain issues, and other short-term fears, technology continues to create new industries and services that consumers are willing to spend money on. One of the top new industries is space tourism. This year has seen the launch of the first few space flights with civilian passengers. The market is starting as an expensive niche, but will likely expand in the years ahead, and serve as a springboard for other space travel. One of the industry leaders, Virgin ...
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11626

Credit Card Firms Are Jumping into the Hottest Trend in Fintech

Fintech has been supplanting traditional sources of finance and lending in the past few years at a rapid rate. One of the fastest-growing subsets is the BNPL, or buy now, pay later service. Replacing layaway plans and traditional credit measures, the industry is adapting to the rapid growth of this niche, which went from $3 billion in 2019 to nearly $40 billion in 2020 just in the US alone. Now, Mastercard (MA) is looking to roll out Mastercard Installments, a BNPL service ...
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11618

Buy the Winners of the Chip Shortage Story

Supply chain disruptions suggest that shortages for many goods will continue potentially indefinitely. However, a number of tech executives see a light at the end of the tunnel, with the shortage of semiconductor chips abating next year. The most recent to comment has been Lisa Su, the CEO of Advanced Micro Devices (AMD). She has noted that demand has been at record levels since the pandemic. Su reiterated that the company is continuing to get more chips into the hands of users, ...
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11611

This Beaten-Down Sector Is Quietly Moving Higher

Investing trends can sometimes start quietly before gaining a big interest. That’s especially true when it’s a trend that’s been hot in the past, but has slowed down, leading overly speculative investors into losses. One such area this year has been the automotive sector. Auto stocks were hot last year, particularly electric vehicle companies. But interest peaked at the start of the year before trading sideways or down. Now, that trend is reversing as companies continue to deliver on new offerings and ...
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11604

One of the World’s Top Retailers Continues to Demonstrate its Strength

Retail still makes up the backbone of consumer spending, and thus the economy. That’s why providing investors with sales data can provide a clue as to how the economy is performing outside other measures like employment or housing costs. One such retailer is Costco (COST). The company recently released its latest earnings, which shows that consumers are continuing to spend at a good pace, and even increasing in some areas such as fresh food. The earnings numbers and the company’s outlook were ...
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11598

This Slowly Recovering Industry May Continue to Surprise to the Upside

Many industries have moved on from the pandemic. For those in travel and tourism, however, trends still remain far under pre-pandemic levels. However, the trend is improving, albeit slowly. One such sector that’s continuing to recover is the cruise industry. Completely shut down for nearly a year, the slow resumption of cruises in the post-pandemic era is a true sign as to whether or not large, confined crowds can come together without creating health scares. So far, signs are good. And Carnival ...
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11590

Slowing Growth Won’t Impact This Entertainment Giant

The pandemic impacted how nearly every company does business. Some fared well thanks to pivoting to faster growth opportunities, even as traditional lines of business struggled. One such company is The Walt Disney Company (DIS). The company’s theme parks faced unprecedented closures, and its cruise line was halted. But rising streaming subscribers created years of growth in a recurring-revenue stream for the company. Now, the company has warned that its streaming subscriber growth will slow. Given that the company hit its 5-year ...
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