Are sentiment indicators important for the markets?

Consumer spending accounts for almost 70% of nominal US GDP. As such, consumer sentiment should have some correlation with market performance. Financial journalists certainly act as if it does. Whenever new sentiment or confidence figures – consumer or otherwise – are released, pundits spring into action, speculating on the implications of the data for markets […]

Nvidia Breaks Away –

Job May 26, 2023 by Nicole Samorukova Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Dror Poleg, and Downtown Josh Brown discuss the rise of Nvidia, the explosion of AI, the future of work, and more! You can listen to the whole thing below, or find it wherever you […]

US$300m deal validates scale of Cangrejos project in Ecuador, says Lumina Gold CEO

According to Marshall Koval, president of the company, Lumina Gold (TSXV:LUM,OTCQX:LMGDF) recently signed a precious metals purchase agreement with Wheaton Precious Metals (TSX:WPM,NYSE:WPM). and CEO. “This is a fantastic deal for Wheaton, for Lumina Group, Lumina Gold and for the country of Ecuador. It really gives us third-party verification that the project is on the […]

Three Reasons to Buy Gold –

Job May 23, 2023 by Nicole Samorukova Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? In this week’s episode, Josh and Michael discuss the most important topics in investing and finance, including: ►Corporate Bonds – “One of Vanguard’s biggest credit ETFs loses a record $5.5 billion” ► 52-Week […]

SEC Review of ESG Disclosures: What to Expect

The consideration of extra-financial information when carrying out financial analyzes is not entirely new for professional investors and analysts. But the demand for information beyond revenue, profit and other conventional accounting measures has increased dramatically in recent years. This year, investors with more than $130 trillion in assets have asked more than 15,000 companies worldwide […]