Now is the time to look at companies/stocks that could benefit from higher uranium prices in the months ahead.
The biggest risk right now is the yuan level versus the dollar.
The stocks that performed well were the stocks that you would reach for in a recession.
Synchrony Financial and Gulfport Energy both offer reasons to expect their shares to rebound.
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
At times of indiscriminate selling, it pays to be cerebral.
Markets are seeing more group rotation as tech begins to see selling.
Does the the same apply to Russian energy powerhouses?
The Chinese central bank is moving to boost asset prices and offset trade war and slowdown fears.
This mix of 20 deep-value names was outperforming a couple Russell indices three months back but is trailing them now.