The stock market is likely to extend this December rally into January. The next correction is due in February and March. Note that February in a post-election year has been the weakest month in the 48-month election cycle. This was first brought to Wall Street’s attention by Mr. Arthur Merrill in his classic book, Behavior of Prices on Wall Street. Looking out at the rest of 2025, expect higher quotes. Outside of these two months, only June and August-September appear to be corrective periods. Grindr Inc. operates social network and dating application for the lesbian, gay, bisexual, transgender, and queer…

Forbes InvestorInvesting NewslettersTaesik YoonForbes StaffForbes InvestorInvesting NewsletterView Full PortfolioDec 16, 2024,08:34pm ESTUpdated Dec 16, 2024, 08:34pm ESTTABLE OF CONTENTSPORTFOLIO CHANGESSECTOR PERFORMANCEBIGGEST MOVERSUPDATESShare to FacebookShare to TwitterShare to LinkedinAs the end of 2024 quickly approaches, investors have gone back to favoring those stocks that had performed the best for them through much of the year. In […] Read the full article here

Many people in the world of corporate sustainability have been asking variations of the same question over the past weeks. What does this all mean, anyway? From the Trump transition team’s reported plan to end the federal Clean Vehicle Tax Credit in 2025 to the exit of the Securities and Exchange Commission (SEC) Chair who spearheaded the agency’s Climate Disclosure Rules, it would certainly appear that the tide is shifting on corporate sustainability compliance. Even in Europe, which had been leading the world on corporate sustainability-related policy reforms, we’re starting to see some hurdles emerging. Most notably, the European Commission…

I like to joke that it is much harder to predict the future than the past. However, a future estimation is what you are looking for and if you read this in 2026 you will have an opportunity to marvel or laugh. Let’s start by looking at the current picture from the Covid pandemic crash: It is a solid uptrend, if nowhere near the sort of bull run you would look at in the U.S. From the pre-Covid top until now it’s a very modest performance and anyone in value will have had a tough time from 2022 to mid-2023.…

As we look towards 2025, the relatively high valuation of many U.S. stocks may add to investor risk. On most valuation metrics, the U.S. stock market appears expensive compared to history, often at double historical norms. That may imply lower returns in future years. It’s important to remember this after a generally strong bull market since at least 2022 and U.S. markets outperforming foreign stocks fairly consistently since the 2008 financial crisis, investors may be becoming accustomed to strong U.S. stock performance. Yet, market corrections are very much part of investing history too. Elevated Valuation Metrics Famed investor Warren Buffett…

Most investors consider equities to be risky, fixed-income instruments to be conservative, and cash to be completely safe. However, this perspective can be misleading, particularly when the fixed-income portion of a portfolio consists of anything other than bonds held to maturity. Bond funds—the most common way investors gain exposure to fixed income—can be as risky as equities. Asset allocation lies at the heart of any investment portfolio, and individual investors have traditionally focused on three major asset classes: equities, fixed income, and cash. Generally, equities provide growth, fixed income provides an income stream and cash provides safety. This classification is…

Electrical infrastructure stocks like Powell Industries and IES Holdings have been on a tear, leading Forbes’ ranking of mid-sized companies. Right behind are names like Abercrombie & Fitch, Dutch Bros, Sweetgreen and Shake Shack. By Hank Tucker, Forbes Staff The growing appreciation of artificial intelligence and anything related to it has been one of the main themes of 2024 for investors, highlighted by Nvidia rising to over $3 trillion in market capitalization, to become the world’s second most valuable company, but the semiconductor designer is far from the only company benefitting from the AI boom. Houston-based Powell Industries (POWL), the…

Key News Asian equities started the week with a thud on light volumes as the US dollar strengthened. Mainland China and Hong Kong had weak sessions following the mid-morning November economic data release, as the retail sales expectations miss was widely cited. Yes, retail sales’ 3% missed expectations of 5% and October’s 4.8%, which was widely cited as the culprit for today’s market action as it implies the necessity for more policy support geared to domestic consumption. Investors did not look beyond the headline number, as several categories showed strength year-over-year (YoY), including auto, which increased +6.6%; furniture, which increased…

As each year draws to a close, I like to poke the embers of stocks that have done the worst. Through unlucky Friday (Dec. 13), here are the worst performers among all U.S. stocks that have a current market value of at least $5 billion and that were publicly traded for all of 2024. · Intel Corp (INTC) takes the booby prize, down 59%. · Moderna Inc. (MRNA) has fallen 58%. · Walgreens Boots Alliance Inc. (WBA) has lost 57%. · Celanese Corp. (CE) is off 55%. · Five Below Inc. (FIVE) has declined 52%. Most years, I find one…

Trump 2.0 will feature Wall Street-approved suit Scott Bessent as Treasury secretary. Bessent will advocate for financial deregulation and increased lending. Easier and faster money. Which will be a boon for private equity (PE) firms and business development companies (BDCs). Today we’ll discuss seven BDCs yielding between 11.1% and 14.2%. They operate like PE shops—both will benefit from a friendly deal-making environment. For our income investing purposes, we pick BDCs because it is easier to buy them. We can buy BDCs individually as we would any stock. And BDCs can avoid taxes at the federal level by paying out at…