The Latest from

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  April 18, 2022

  Why growth in biotech can continue even after COVID

  

  While many industries faltered during one of the most critical public health emergencies in history, most companies in the healthcare industry were able to scale even more rapidly than in the past.

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  April 11, 2022

  Why history’s best investors love a market bottom

  

  Equity investor sentiment has been erratic due to the pandemic and the uncertainties brought about by the war in Ukraine. Today's FA Alpha Daily will reveal John Templeton’s strategy to reap gains amidst the crisis.

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  April 4, 2022

  Inflation isn’t disrupting corporate America as much as you might think

  

  As inflation has risen over the past year, everything seems to have gotten more expensive, including food, hotels, car rentals, and tires.

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  March 25, 2022

  This market hedge never makes its money back

  

  Indian families are flocking to buy gold and demand in the country hit an all-time peak in 2021. Today’s FA Alpha Daily will dig in why gold should be avoided despite inflationary fears.

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  March 21, 2022

  The yield curve is a useful tool in gauging recessions, if the right one is used

  

  Many analysts turn to the two-year and 10-year Treasury yield spread as a warning sign for an upcoming recession.

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  March 14, 2022

  Here is the number to watch in anticipation of the next crash

  

  Last week, the U.S. and the U.K. announced another pivotal step in the effort to pressure Russia to halt its war in Ukraine. They announced a ban on imports of Russian oil and Russian-finished petroleum goods.

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  March 7, 2022

  While tech markets struggle, this industry is primed for further growth

  

  The S&P 500 Index, Nasdaq Composite, and Russell 3000 indices fell more than 10% from all-time highs.

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  February 28, 2022

  This fundamental metric is telling us the market still has legs

  

  When investing against other portfolio managers in the market, the first step is gauging how they are positioned. On today’s FA Alpha, we will be talking about sentiment among investors.

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  February 14, 2022

  Why the Fed thinks more debt is a sign to be bullish

  

  As macroeconomic data came in last month, along with banks reporting earnings, the Fed and banks are reporting on an incredibly bullish signal. The bullish signal? Loans are growing.

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  February 7, 2022

  While the cost to borrow is going up, the economy isn’t in trouble yet

  

  Fear isn't always rational. In general, the market tends to get spooked by rising interest rates since it dislikes rapid changes in the monetary landscape. 

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  January 31, 2022

  Understanding inflation means more than just breaking out monetary policy

  

  One of the most controversial tools the Federal Reserve uses is quantitative easing.

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  January 24, 2022

  Analysts are looking at all the wrong signals to understand inflation

  

  Going shopping has never been this expensive. You may have come across headlines in the past year highlighting how inflation has been a bigger concern than it has at any time in recent history.

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  January 10, 2022

  Even Biden’s “Dealbreakers” couldn’t stop M&A activity in 2021

  

  The New York Times newsletter highlights the largest deal that fell through, a $30 billion acquisition of Willis Towers Watson by Aon, which went up in smoke after the U.S. Justice Department blocked the deal.

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