The Business Times
business-time-50

Jeff Sommer

Stocks and bond yields begin their ascend in early October, when Wall Street expected that Donald Trump would win the US election.

The high-risk, high-reward Trump market

Future US stock returns may not resemble those of the past. It’s possible that the United States has enjoyed a long boom that might be ending.

Even at a time like this, slow and steady works in the stock market

It is mind-boggling to contemplate a new bonanza in nuclear energy stocks, propelled by the AI boom.

Nuclear power is the new AI trade. What could possibly go wrong?

From its initial public offering in 1999 to the end of 2023, Nvidia’s stock rose an annualised 33.4 per cent.

Nvidia holds the key to the market. But is it worth this much?

Over the long run, the stock market tends to rise because the arc of the economy and the ability of corporations to extract profits both trend upwards. But you can count on facing sharp economic and market declines at unpredictable moments.

In election season, the stock market can be fickle. So be patient

Money market fund investors need to consider two powerful factors — inflation and short-term interest rates. The trend for both is clearly downward.

The end of fabulous money market rates is near

Partly because of politics, specific sectors and fixed-income instruments have been fluctuating. The Trump trade has been attributed to small moves in bond yields and in expectations of changes in transactions, from mergers and acquisitions to the exchange rate of the US dollar

Let the pros play with the ‘Trump (or Harris) trade’

The stock market has barely reacted to the questions hanging over the presidential race. But the bond market has. The steeper rates probably reflected concerns that Trump could control Congress as well as the presidency.

Bonds are boring again. But political turmoil could change that

The harsh truth is that the market is amoral and largely apolitical. Most people would be better off financially if they disregard politics entirely when investing.

How to invest in this fraught election year

It’s in everyone’s interest that the US and China coexist peacefully. In their search for profit, the world’s businesses are still finding ways to make that happen

The business ties that bind the US and China are strong but fraying

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