Inflation - There's None (Apparently)

2021 news Feb 11, 2021

Published by Anthony Di Pizio

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So Many Questions

Yesterday, the US Bureau of Labor Statistics (BLS) released its monthly Consumer Price Index (CPI) inflation data, which showed a 1.4% year-over-year rise in prices. This was slightly weaker than the 1.5% expected, signaling that inflation still remains muted. 

Though, if you watch financial news or monitor finance chatter on various social networks, you will see mounting questions about this data in contrast to the recent face-ripping rallies in various commodity prices. Lumber, for example, has been a hot topic as futures prices reach an all-time high of $950 - about 100% higher than the February 2020 pre-pandemic peak. 

How does a rise in lumber futures translate to the real world? Well, it is estimated that the run has added $16,000 in additional build cost to a traditional single family home (CNBC). It's statistics like these that make investors...

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As Vaccinations Climb, Play the Long Game

2021 news s&p500 Feb 03, 2021

Published by Anthony Di Pizio

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2021 - The Full Year Picture

Despite any short term market turbulence, there is a consensus for a higher S&P500 benchmark index by the end of 2021. At the moment JP Morgan holds a Street high target of 4,400 which represents a more than 15% gain from yesterday's close. What feels more important though is the minimum target of 3,800 held by both Citi and Bank of America - which is exactly where we are today. (Source: CNBC Market Strategist Survey)

Irrespective of all the uncertainty, it appears even the most pessimistic of the major banks on Wall Street expect stock prices to remain buoyant for the year. There is no doubt any shot we have at reaching some of the more lofty S&P500 targets will be predicated on a resolution to the COVID pandemic. 

As we watch vaccine programs roll out globally, we think there is cause for optimism that by mid-year, we'll be living under...

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2021 - Two growth sectors to watch

2021 news Dec 14, 2020

Published by Anthony Di Pizio

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Starting Fresh

Like most of you, we look forward to welcoming the new year and leaving behind the craziness of 2020. With vaccines now being distributed in most major developed countries, we anticipate the return of economic growth and more normalised financial market conditions. 

We want to turn our attention to 2021 and leave you with two underdeveloped but powerful sectors we're watching.

1. Agritech

Agriculture is primed for a shakeup. It has mostly been left behind by the technology boom and whilst farms are more productive now than in the past, there has never been a better time to transform the industry. 

Traditionally, farming has required mass amounts of land and water at a minimum, plus additives for crop protection and allowances for seasonal disruptions caused by unfavorable weather. 

We're closely...

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