What Is The Market Saying?
Summary
Bonds are imploding, signaling potential trouble for the tech sector.
Suncor's new CEO is focusing on oil, which could increase shareholder value.
Commodities are poised for a comeback, potentially leading to higher inflation and favoring value stocks.
It's been ages since I've done one of these updates. The gist of this update is to go through some of the things I'm seeing in the market and to arrive at actionable investment ideas. Let's get started.
Here are the topics for today:
Bonds are imploding, tech will follow.
Suncor breaks out. The new CEO gets it.
Commodities are returning with a vengeance. Is inflation set for the great comeback?