The 2022 stock market doesn’t have to repeat — it only has to rhyme

There has been nothing routine about the current economic and market cycle. Since Covid-19 first emerged, we’ve witnessed the quickest 30% stock-market drop ever, the briefest recession, the most aggressive fiscal and monetary response, the fastest doubling of the S & P 500 from a bear-market low in history , the highest inflation in decades, … Read more

Venture capital: How badly will The Big Chill hit NZ?

The investors who fund startups are pulling in their heads in the US and Australia, and slashing the value of their existing holdings amid rising interest rates, recession fears and a dive in tech stocks on public markets. Industry players say New Zealand might not get hit so hard, however, given that investors here have … Read more

The US economy has yet to face its biggest recession challenge

A person removes the nozzle from a pump at a gas station on July 29, 2022 in Arlington, Virginia. Olivier Douliery | AFP | Getty Images You’d be hard-pressed now to find a recession in the rearview mirror. What’s down the road, though, is another story. There is no historical precedent to indicate that an … Read more

How SolarEdge plans to grow market share in Europe

SolarEdge shares tumbled this week after the company’s second-quarter results showed a hit to margins from factory closures, higher transport costs and currency headwinds from the weakening Euro. But SolarEdge CFO Ronen Faier said lower margins now is the price to be paid for long-term growth in a market where demand is skyrocketing. “We have … Read more

Bear Market | Christopher Wood: I am suspicious of the rally in US, India: Christopher Wood

Christopher Wood, global head of equity strategy at Jefferies, says the recent run-up in equities is more of a bear market rally in the US, which Indian stocks are tailing. In an interview with Sanam Mirchandani, Wood said India is not among his top investment destinations at the moment. Edited excerpts: What is your evaluation … Read more

Pioneer returns over 95% of free cash flow to investors in earnings beat

Investing Club holding Pioneer Natural Resources (PXD) reported better-than-expected earnings after the closing bell Tuesday. Total revenue of $6.92 billion exceeded expectations of $6.89 billion. Adjusted diluted earnings of $9.36 per share was better than the $8.81 per share expected by the Street. Operating cash flow for the quarter of $3.22 a bit short versus … Read more

Don’t get fooled by the bears, sometimes good news is actually … good

This weekend I read a host of negative articles attacking this market and the earnings reports from individual companies. The suggestion: The numbers are all hiding something and even companies like Amazon (AMZN) and Apple (AAPL) simply reported figures that exceeded lowball analyst estimates that were meant to generate upside. This is an outrageously bullish … Read more

Productivity and focus must improve

Google CEO Sundar Pichai speaks on stage during the annual Google I/O developers conference in Mountain View, California, May 8, 2018. Stephen Lam | Reuters Google is launching a new effort called “Simplicity Sprint” in an effort to improve efficiency and improve employee focus during an uncertain economic environment. The Alphabet company had its regular … Read more

How JetBlue’s takeover of Spirit could change air travel

Passengers wait in line at the Spirit Airlines check-in counter at Orlando International Airport. Paul Hennessy | LightRocket | Getty Images Spirit Airlines relented this week and agreed to sell itself you JetBlue Airways for $3.8 billion, hours later breaking off a merger agreement with Frontier Airlines that failed to win enough shareholder support. The … Read more

5 things to know before the stock market opens Friday, July 29

A screen displays the Fed rate announcement as a trader reacts on the floor of the New York Stock Exchange (NYSE) in New York City, US, July 27, 2022. Brendan McDermid | Reuters Here are the most important news items that investors need to start their trading day: 1. Taking stock on a summer Friday … Read more