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Wednesday, July 21, 2021
Thursday, July 15, 2021
Thursday, July 8, 2021
Barron's: Sugar Prices Are Rallying. How Investors Can Sweeten Their Portfolios.
Photo by Monika Grabkowska on Unsplash
Monday, July 5, 2021
WSJ: Explaining ‘Bad News for the Economy Is Good News for the Stock Market’
By SIMON CONSTABLE
With some frequency, Wall Street professionals use this phrase: “Bad news for the economy is good news for the stock market.” They also use it in reverse, with good news for the economy said to be bad for stocks.
At first glance, whichever way you read it, the line might seem to make little sense. Many people see the economy and the stock market as inextricably linked. In their minds, if the economy is weakening, then surely company profits will suffer, which will end up sending stock prices lower. But that’s not always the case. Read more here.
Friday, July 2, 2021
Briefings Magazine: A Roaring Twenties Redux?
If you only listened to the Wall Street consensus, you’d believe that the United States is on the precipice of an economic boom not seen in nearly a century. Forget the go-go 1980s or even the surge in the 1990s—some finance professionals forecast a 1920s-esque takeoff. Maybe Art Deco architecture, flapper dresses, and the Charleston dance will also come back into style. Read more here.
Barron's: Severe Drought Points to Higher Prices for Wheat Crops
By SIMON CONSTABLE
A blistering drought across vital U.S. farmland looks set to destroy the crop of spring wheat this year if rain doesn’t arrive in the next few weeks. Without that much-needed moisture, prices for the grain could easily rally by more than 30%, experts say.
“We are going to have an extreme shortage of high-quality wheat,” Shawn Hackett, president of financial firm Hackett Financial Advisors, told Barron’s. “We are not seeing anything good in key growing areas.” Read more here.