Thursday, July 8, 2021

Barron's: Sugar Prices Are Rallying. How Investors Can Sweeten Their Portfolios.

By SIMON CONSTABLE

Investors might want sweeten their portfolios with a touch of sugar this summer, as prices for the commodity look set to continue rallying. A combination of existing crop damage, likely inclement weather in key growing areas, and robust oil prices could lift sugar prices.

“The only way the potential sugar shortage gets resolved is for the Asian harvests to come in with big crops,” says Shawn Hackett, president of the financial firm Hackett Financial Advisors. Read moire here.

Photo by Monika Grabkowska on Unsplash

Eye On The World With John Batchelor: The sudden price of wheat in a global drought

By SIMON CONSTABLE



Photo by Evi Radauscher 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?

By SIMON CONSTABLE

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.

Photo by Tristan Gassert on Unsplash