Amazon is Big, E-Commerce is Bigger: The (Still!) Early Opportunity of Online Retail
E-commerce has been gaining traction for years. As an investment opportunity, there is substantial growth potential ahead. However, not all online retailers are created equal.
Join ProShares on June 29 to explore:
- How COVID-19 impacted e-commerce and what’s on the horizon
- Traditional vs. online retailers: The importance of business models
- Amazon Prime Day—what this year’s results may indicate
- A strategic approach to pinpointing online retailers beyond Amazon
Kansas City Fed Survey: Activity Remained Strong in June
The latest index came in at 27, up 1 from last month's 26, indicating expansion in June. The future outlook increased to 37 this month from 33. Here is a snapshot of the complete Kansas City Fed Manufacturing Survey.
The New Drivers Behind EM Equity’s Remarkable Rebound
Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve made a remarkable rebound. From the low on 23 March 2020 to 18 June 2021, the MSCI Emerging Markets Equity Index gained 80%.
Why Secular Growth Matters, and How We Find It
Growth stocks have lagged cyclicals so far in 2021, but we remain steadfast in our belief that secular growth is the key to generating long-term returns. In this piece, we discuss how we find attractive opportunities in the small cap universe.
New Home Sales Down 6% in May
This morning's release of the May New Home Sales from the Census Bureau came in at 769K, down 5.9% month-over-month from a revised 817K in April. The Investing.com forecast was for 870K. The median home price is now at $374.4K.
Grantham Calls Meme Investing ‘Biggest U.S. Fantasy Trip’ Ever
Investors are witnessing the “biggest U.S. fantasy trip of all time” in the stock market thanks to a clueless Federal Reserve, speedy stimulus and surprising success with Covid-19 vaccinations, according to Jeremy Grantham, financial historian and co-founder of the investment firm GMO.
Minisode - The Future of the Retirement Income Industry
New York Life Insurance recently celebrated its 175th anniversary. It is the largest mutual life insurance company in the U.S., with approximately $605 billion in assets under management. It is very committed to helping advisors deliver innovative solutions to help their clients achieve financial security in their retirement. Here today to talk about some of those solutions and the ways in which New York Life educates advisors is Dylan Huang.
Existing-Home Sales: Properties Typically Sold in 17 Days
This morning's release of the May Existing-Home Sales showed that sales fell to a seasonally adjusted annual rate of 5.8 million units from the previous month's 5.85 million. The Investing.com consensus was for 5.72 million. The latest number represents a 0.9% decrease from the previous month and its fourth in a row.