Clik here to view.
The Bond Market: Cautionary Signs or False Signals?
from the September investment comments of Provident Investment Management The 30-year Treasury bond recently yielded just over 2%, an all-time low. Think about it: investing one’s money for three...
View ArticleClik here to view.
Will Electric Vehicles Jolt Auto Industry?
Vitaliy is CIO of Investment Management Associates From his newsletter published through ContrarianEdge “The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the...
View ArticleClik here to view.
Betterinvesting Magazine Releases December Stock to Study and Undervalued...
MADISON HEIGHTS, Mich. – Sept. 26, 2019 – The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced Centene Corporation (NYSE: CNC) as its December 2019 “Stock...
View ArticleClik here to view.
The U.S. Consumer Continues to Do Well, Supporting Market Valuations
from the October investment comments of Provident Investment Management From listening to the media, it is hard to believe the market is again flirting with all-time highs. An “inverted” yield curve,...
View ArticleClik here to view.
Battery Advances Needed for Electric Vehicles to Take Off
from the Sigma Investment Counselors blog The global auto industry is scrambling to meet carbon-emission mandates and, currently, EVs appear to be the solution of choice. Unfortunately, advances in...
View ArticleClik here to view.
Putting a Price Tag on Tesla
Vitaliy is CIO of Investment Management Associates (This is part 11 of an 11-part series on Tesla.) Throughout my analysis, I have compared the Model 3 to the iPhone, Tesla to Apple, and Elon Musk to...
View ArticleClik here to view.
Why We Sold Softbank
Vitaliy is CIO of Investment Management Associates “Ideas become part of who we are. People get invested in their ideas, especially if they get invested publicly and identify with their ideas. So there...
View ArticleClik here to view.
China: A Rival and a Partner
For all the headlines surrounding geopolitical and trade tensions with China, it also remains one of the world’s most important markets and one that’s vitally important to many American companies....
View ArticleClik here to view.
Fly Me to the Moon
I admit it; I’m a space junkie. If some worker at SpaceX gets the hiccups around a Dragon capsule, I’m worried there’ll be a launch delay. I won’t win the lottery (mainly because I don’t play the...
View ArticleClik here to view.
Has Retailing Become A Zero Sum Game?
from the Sigma Investment Counselors blog Looking at recent earnings reports from the country’s major retailers, it is apparent that some have been very successful, handily beating expectations, while...
View Article
