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Markets are Underestimating Supply Chain Risk

By: Justice Clark Litle

32 mins ago | Educational

The S&P 500 index is having its worst week since 2008 and has entered “correction” territory, defined by a 10% decline from the highs. Some will argue this is an overreaction. It is not. The coronavirus threat is still being underestimated — not just to human beings, but to businesses and corporate earnings, and the global economy on the whole….

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Coronavirus is Coming to the United States — Here’s What to Watch

By: Justice Clark Litle

1 day ago | News

Coronavirus is coming to the United States. “It’s not so much of a question of if this will happen anymore,” Nancy Messonnier, Director of the National Center for Immunization and Respiratory Diseases (NCIRD), said in a Wednesday briefing, “but rather more of a question of exactly when this will happen.” Immediately after the NCIRD briefing was released, the stock market…

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As Silicon Valley Faces “The End,” Venture Capital Firms are Raising Money as Fast as They Can

By: TradeSmith Research Team

2 days ago | Educational

In the natural resource industry, they have a saying: “When the ducks quack, feed ’em.” Demand for natural resources — precious and base metals, energy, timber, and so on — tends to be highly cyclical. There are boom periods and bust periods. After the boom, the inevitable bust comes. And then, over a period of years, the pendulum swings back…

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Gold Stocks are a Portfolio Inoculation Against Coronavirus and Central Banks

By: TradeSmith Research Team

3 days ago | Investing Strategies

As of late February 2020, the major U.S. indexes are down more than 3% — and gold stocks are up more than 3%. On a day when global equities were hit hard by coronavirus (COVID-19) fears, gold and gold stocks surged to brand-new, multi-year highs. That is not a coincidence. Gold miner profit margins are leveraged to the long-term gold…

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The WeWork Saga Was Even Nuttier Than We Thought

By: TradeSmith Research Team

6 days ago | News

The era that ran from 2007 to 2019 was the most epic in Silicon Valley history. In 2007, Steve Jobs introduced the first iPhone. Then came the rise of Facebook and Twitter, the founding of Airbnb and Uber, the genesis of Bitcoin, the dominance of mobile apps, and the ubiquity of the “gig economy.” And then, finally, the spectacular collapse…

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The Zero-Cost Investing Model is Taking Over Wall Street

By: TradeSmith Research Team

1 week ago | Investing Strategies

The zero-cost investing model is taking over Wall Street. Everywhere you look, the cost of participation is being driven towards zero. Fees and commissions are shrinking, to the point they nearly vanish. And when it comes to investing and trading via brokerage firm applications, the “zero” in zero cost is literal. For buying and selling stocks through various brokers and…

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This Could Be the Year Big Business Goes Remote (and stops shaking hands)

By: TradeSmith Research Team

1 week ago | News

The coronavirus outbreak may now be “at the brink” of a global pandemic. So says Anthony Fauci, the director of the U.S.-based National Institute of Allergy and Infectious Diseases, as reported by Axios. The virus, officially dubbed COVID-19, has killed more than 2,000 people and infected more than 75,000 within China — assuming numbers from the Chinese government are trustworthy….

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How a Surprising Power Struggle Could Sink the British Pound

By: TradeSmith Research Team

1 week ago | Educational

Bruce Kovner, a retired billionaire currency trader profiled in the book “Market Wizards,” once said he made most of his money from “stupid governments.” Kovner did not mean individual policymakers are dumb. The idea is that high-IQ people can make collectively dumb decisions as a result of political pressure and groupthink. When the bad decision is obvious, central banks and…

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The Coronavirus Threat to Markets Has Not Passed

By: TradeSmith Research Team

2 weeks ago | News

As of Feb. 14, 2020, the stock market doesn’t appear worried about the coronavirus outbreak. This applies not just to the U.S. market — where the S&P 500, Dow Jones industrial average and Nasdaq composite touched all-time highs this week — but to markets around the world. The MSCI World ETF, which represents the global stock market and trades under…

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Why Great Investment Ideas are like Independent Films

By: TradeSmith Research Team

2 weeks ago | Educational

The 92nd Academy Awards ceremony, also known as The Oscars, was held on Feb. 9, and this year something new happened. For the first time ever, the Academy Award for Best Picture went to a film not in the English language. “Parasite,” a dark comedy from Korean director Bong Joon Ho, won big, and the entire country of South Korea…

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