The most interesting sectors for dividend distribution are banks and utilities. The automotive sector is also doing well. With the stock markets at highs and great liquidity, are we faced with a bubble or not?
In the latest episode of the podcast "Al 4° piano", Kairos strategist Alessandro Fugnoli explains that "in the next few months we will all live in a bubble situation". How to behave?
The tech index correction, combined with other signals, point to a trend reversal to the benefit of value stocks. There are exceptions but the wind is changing in Times Square
On May 10, 1837, the banking bubble burst in the USA and within two months their bankruptcies were gigantic and burned almost 100 million dollars: out of 850 US banks, 343 closed and 62 partially failed
The delays in anti-Covid vaccinations and the winds of bubbles arriving from Wall Street are causing anxiety to the stock exchanges which are waiting for signs from Powell's Fed - Piazza Affari loses 1,5%: Interpump collapses, Stellantis does badly, Diasorin goes against the trend...
The Nasdaq sets the record and then stops - Germany: achtung! - Piazza Affari pays the stop to the Merck vaccine, but the Btp-Bund spread falls - The bull slows down in China
The spread of the pandemic is also putting the football championship at risk: the cases of Genoa, Juve-Naples and the clouds over the Milan derby speak for themselves. This is why we begin to think about the "bubble" but not about the model...
THE POINT OF VIEW of the Chief Investment Office WM of UBS - The popularity of cryptocurrencies has increased, but strong doubts remain as to whether they can actually become widely used currencies - Instead, there is optimism about the blockchain, i.e.…
The insane sum of 222 million spent this summer by PSG to buy Neymar from Barcelona broke the bank and created all the conditions for the explosion of the balloon bubble - The disproportionate prices of football stars do not…
The collapse of technology stocks, which began on Wall Street on Friday, upsets all the stock exchanges: Piazza Affari loses 1% but Stm leaves more than 9% in the field in one fell swoop - Heavy losses also for Leonardo, Ferrari and CNH -…
Even today the Nasdaq index, which includes most of the stars and stripes tech giants, is losing more than 1 percentage point, extending the losses recorded at the end of the last eighth.
There is no shortage of fears that China's economic slowdown is more abrupt than expected and that the "middle income trap" is triggered, but Beijing can avoid the Japanese-type depressive effects because the financial crisis is more manageable...
FROM MORNINGSTAR.IT - China, South-East Asia and Latin America are the weak links. Grexit is no longer scary.- The rise in US interest rates is a risk factor for some emerging countries, especially for South America but also for…
FROM THE ADVISE ONLY BLOG - The biotechnology sector has grown a lot: in the last 5 years it has been the best on the market and has also beaten the high-tech index several times and yet its p/e is far from peaks…
FROM THE BLOG "THE RED AND THE BLACK" BY ALESSANDRO FUGNOLI, strategist of Kairos - "The typical signs of fever that precede the bursting of a stock market bubble are missing, but beware of excess security and clichés - The…
FROM THE STRATEGY WEEKLY BY ALESSANDRO FUGNOLI (Kairos) - The supporters of the thesis of an all-out rise on the Stock Exchanges are currently divided into three groups: the one for which growing profits give the right to continue to rise, the one that…
From the BLOG of ALESSANDRO FUGNOLI, strategist of Kairos- At the beginning of 2014, the increases are ephemeral to prevent the equity bubbles, contained for now, from assuming worrying and dangerous proportions - Everything therefore seems to be moving, in the words, so that nothing…
The American high tech price breaks the threshold of 4 thousand basis points and returns to the levels of the Internet bubble of 13 years ago but the economy is giving mixed signals - This morning Milan starts well - Today the Bot and Investor auction…
