Thematic investing involves identifying and analyzing broader trends or themes that are driving change in the economy or a particular industry. These themes can be based on social, economic, technological, environmental or political factors, and may include things like demographic shifts, changing consumer preferences, or advancements in technology. Thematic analysis helps investors identify companies that are likely to benefit from these trends or themes and invest in them before the market catches up. This can lead to significant returns if the investor is correct in their analysis.
Theoretically, a stock could rise tenfold over years and years, making the annualized return nothing special. Ten-baggers that happen over a period of just five years, though, return 58% annually.…
Thanksgiving week has tended to be bullish. Over the past 50 years, the S&P 500 Index (SPX) has gained on average 0.54% during the week with 68% of the returns…
The Federal Reserve’s use of forward guidance and balance sheet policy means that monetary policy consists of more than changing the federal funds rate target. A proxy federal funds rate…