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Winds Of Economic ChangeCurrently there are some bright spots in the economy. The unemployment rate is very low. (This is in large part because the labor participation is still off after the 2020 lockdowns. Over two years later the total number of jobs is slightly below the levels of January 2020, at around 152 million). Housing prices are at records. Q1 2022 hedge fund letters, conferences and more High employment rates may be good for consumer spending but can lead to problems with hiring workers and increasing labor costs at businesses. The Federal Reserve, which controls America’s money su...
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Tech stocks have been radically beaten-up in recent months as interest rates are hiked, but savvy investors are now starting to increase exposure to this currently out-of-favour sector, says the CEO of a global financial giant. Opportunity In Tech StocksQ1 2022 hedge fund letters, conferences and more He notes: “The tech-heavy Nasdaq has shed almost 27% of its value so far in 2022. “And earlier this month - as the Federal Reserve raised interest rates - the biggest technology companies, including Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:FB), Alphabet Inc (NASDAQ:GOOGL), and N...
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“The feel good factor from earlier in the week has fizzed away but there is still some element of relief washing through the financial markets that the crutch of cheap money isn’t going to be withdrawn quite so quickly. Jerome Powell, chair of the US Federal Reserve, soothed fears about ultra-aggressive monetary policy, indicating expectations of 0.75% rate hikes in the months to come were some way off the mark. That helped lift the Dow Jones at the end of the session and has steadied overall market sentiment, with the Hang Seng in Hong Kong up slightly, the Nikkei down marginally and the FTSE...
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Argosy Investors commentary for the first quarter ended March 31, 2022. Dear Investors, 2022 first quarter performance was -15.1% in select accounts. The S&P 500 by comparison returned -4.4%. We ended the quarter with 43% of the portfolio in cash and equivalents, which means that these results would have been worse without the allocation to cash. Looking into why our performance lagged the market so significantly, some of our worst performers were our largest positions. I am optimistic we will not see that pattern repeat, particularly with businesses that have generated strong business results...
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Q1 2022 hedge fund letters, conferences and more But the Metaverse is more than just an augmented or virtual reality, offering businesses and users an untapped world of 3-Dimensional opportunities. The Metaverse, according to Bloomberg is “a convergence of the physical and digital realms in the next evolution of the internet and social networks using real-time 3-D software.” The transformative shift in the real world, from Web 2.0 to Web 3.0 has already seen the introduction of technologies such as Non Fungible Tokens, cryptocurrencies, and blockchain-based tools, creating a billion-dollar ind...
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Q1 2022 hedge fund letters, conferences and more But the Metaverse is more than just an augmented or virtual reality, offering businesses and users an untapped world of 3-Dimensional opportunities. The Metaverse, according to Bloomberg is “a convergence of the physical and digital realms in the next evolution of the internet and social networks using real-time 3-D software.” The transformative shift in the real world, from Web 2.0 to Web 3.0 has already seen the introduction of technologies such as Non Fungible Tokens, cryptocurrencies, and blockchain-based tools, creating a billion-dollar ind...
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Q1 2022 hedge fund letters, conferences and more Oppose Discrimination At Meta, Twitter And Lowe's"It's appalling how many companies have been discriminating in recent years on the bases of race, sex, orientation and ethnicity," said FEP Director Scott Shepard. "It's all terrifically - and not secretly - illegal. Directors who merrily violate the Constitution, and who hire legal departments who ignore first-year con law precedent, are not competent to run frozen banana stands, much less global companies. The directors and the legal staffs must go, in disgrace." At tomorrow's meeting of Meta sh...
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In hisDaily Market Notes report to investors, Louis Navellier wrote: Is The Snap Downward Guidance The Canary In The Coal Mine?After the close yesterday, a very strong rebound day with all the major stock indexes up more than 1.5%, Snap (NYSE:SNAP) announced a downward guidance in its second-quarter estimates of revenue and adjusted earnings, and a slowdown in hiring, only a month after its first-quarter earnings call. The company cited that “the macro environment has deteriorated further and faster than we anticipated” and expects EBITDA (Earnings Before Interest, Taxes, Depreciation, & Amort...
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New research from financial brokerage XTB has revealed the most searched stocks around the world during the past year.Tesla (TSLA) was revealed as the most searched stock in the world over the last 12 months, with an average monthly search volume of 3.3mApple (AAPL) came in second place, with an average monthly search volume of 1.8m, and Alibaba (BABA) came third with an average monthly search volume of 1.6mQ1 2022 hedge fund letters, conferences and more The Most Searched Stocks Around The WorldThe pandemic as a whole was clearly a negative for the stock market, with record lows coming from a...
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Video game maker Electronic Arts (NASDAQ:EA) reported their fiscal Q4 earnings this week, and they more than justified the stubbornness seen in their shares in recent weeks. While equity markets have sold off relentlessly during what is turning out to be one of the worst starts to a year in living memory, shares of EA are ‘only’ down about 20% from last year’s high. Q1 2022 hedge fund letters, conferences and more If this was last year, such performance would be catastrophic, but in the context of 2022 it’s quite attractive really. The S&P 500 index is down about the same, while the tech-heavy...
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