Seeking Alpha

Have you checked out the agenda and speakers we have lined up for our Election2024 Virtual Investing Forum next week? On October 30, Seeking Alpha’s top analysts and Investing Group leaders will share their perspectives on market shifts amidst political uncertainty, offering expert insights and strategies to help you stay ahead, no matter the outcome. Join us for this highly-anticipated event and stay informed during this election https://lnkd.in/dB3-3m6n #Election2024 #Investing #Finance #MarketTrends #SeekingAlpha #FinancialStrategies

Which Stock Sectors Follow the Fed’s Key Inflation Gauge? September 2024 Correlation Update In September, the Fed’s preferred inflation gauge, Core PCE, came in at 2.7% year-over-year, exceeding the 2.6% consensus. Persistent price pressures may continue to lead markets to adjust expectations for future Fed rate cuts. Following today’s Core PCE update, the Financial Services (-0.86), Healthcare (-0.82), and Consumer Staples (-0.78) sectors have shown the strongest negative correlation with the Fed’s preferred inflation gauge over the past year. Financial markets are constantly evolving. Learn more about Seeking Alpha’s Quant Rating for the Financial Services ETF (XLF) here: https://lnkd.in/eFz9heH5

Live today at 11 a.m. ET! Join us for our virtual investing forum for top ideas and insights ahead of next week's election: https://lnkd.in/dXpkBtKY

Trump's Lead Over Kamala in Betting Markets is Likely Impacting Financial Markets The US election is a little over a week away and betting markets continue to slightly favor Donald Trump against Kamala Harris. This also means financial markets have been slowly factoring in what fiscal policy could look like for the economy. By extension, this could have a meaningful impact on how the Federal Reserve proceeds with monetary policy next year with inflation still running above target with relatively low unemployment. Check out the latest AP Weekly Wrap: https://bit.ly/3AiFOVq

Gold Prices Rise Despite Stronger Dollar, AEM Stock Up ~30% Since July Gold prices have surged despite a stronger US Dollar of late. Typically, the anti-fiat yellow metal tends to trade inversely to the Greenback. What gives? It seems financial markets might be focusing on Presidential Election probability markets. On October 9th, PredictIt showed that Donald Trump overtook Kamala Harris. That was also when gold resumed its rally, likely the result of traders focusing on future US fiscal policy expectations. In July, our Quant Team highlighted Agnico Eagle Mines Limited (AEM) - the 3rd largest gold producer globally. Since then, the stock has rallied 30%. Read the article here: https://bit.ly/3UmegVH

As Trump Pulls Ahead of Kamala in PredictIt Betting Odds, Which Stocks Should You Watch? Donald Trump has been pulling ahead of Kamala Harris in the PredictIt presidential betting market, with rising trading volumes hinting at growing conviction behind the shift. As the election approaches, financial markets are likely to focus on the fiscal policies of each candidate, with the economy adjusting its trajectory based on the outcome. This could have varying impacts on key market sectors. Discover which stocks could be positioned to benefit from either candidate, as identified by Seeking Alpha’s Quant team: https://bit.ly/3BPkQ0A

Which Financial Market Stock Sectors Might Be Impacted by Estimated Hurricane Milton Damages? The aftermath of Hurricane Milton may continue to impact financial market volatility, with damages expected to touch at least $100b. That would bring the storm into the top 5 costliest U.S. hurricanes. Adjusted for inflation, the top 6 are Katrina (~$198b), Harvey (~$158b), Ian (~$119b), Maria (~$114), Sandy (~$87), and Ida (~$84). Check out which stock sectors could be impacted by the aftermath identified by Seeking Alpha’s Quant team. Check them out here: https://lnkd.in/dY8rBjgv

Can Chinese Stimulus and Geopolitical Tensions Drive a Sustained Rally in the Energy Sector? The energy sector has faced headwinds in 2024, with falling oil prices weighing on performance. However, geopolitical tensions in the Middle East and potential economic stimulus from China could breathe new life into the sector as we approach 2025. China, the world’s largest oil importer, plays a pivotal role in global demand. Historical data since Q1 2001 shows a strong correlation between Chinese imports and WTI crude oil prices. If stimulus efforts succeed, we may see increased demand and imports, supporting higher WTI prices. Seeking Alpha’s Quant team has already identified top energy stocks that could benefit in Q4 from these developments. Check them out here: https://lnkd.in/ePujFvWE

📮 Election 2024 is almost here, and the stakes have never been higher for investors. 🗳️ Seeking Alpha is hosting its first-ever Virtual Investing Forum ahead of this historic presidential election. Our top analysts and Investing Group leaders will dissect how the political landscape and policy changes could impact markets. Don’t miss out on actionable insights and strategies to navigate this pivotal moment. 📅 Register now for Election 2024: A Virtual Investing Forum and learn how to stay resilient during uncertain times: https://lnkd.in/eJvZsFd8 #Election2024 #Investing #Finance #MarketTrends #SeekingAlpha #FinancialStrategies

📈 Stock picking and fantasy sports have strong parallels.🏈 Blue Chips vs. Blue Bloods ➡️Popular companies vs. Notable teams. Small-caps vs. Large Caps ➡️Underdogs vs. the “Big Dogs” Diversification can help hedge against risk. Data-driven selections can help remove emotions and optimize picks. People often invest in the familiar—like the Magnificent Seven. Sports and investing are vulnerable to emotional biases that can influence portfolio management, and investors must balance short-term and long-term goals. Fundamentally strong investments can take many forms, experience setbacks, and require patience through tough times.  Global markets have been deeply impacted by monetary tightening to combat inflation woes, macro, and geopolitical headwinds, so much that the Magnificent Seven have declined on average by nearly 43%. But top stocks, just like assembling a dream team, require research and planning. Quantitative analysis offers an unbiased, data-driven approach, so investors can analyze and understand the risks and characteristics of their potential equity rosters to pinpoint the most attractive and optimal picks. Learn more here 👉 https://lnkd.in/eNDQDDSf #StockMarket #Investing