







The correlation of stocks and bonds undergoes a state shift when inflation gets above about 2.5% for a few years, and become correlated, and that means more risk for the same combination of stocks and bonds.
Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China.
January was kind to the major asset classes, marking a strong rebound from a rough month in December.
Opera Ltd (OPRA) is a worldwide internet brand with a large, engaged, and growing base. Share price rose about 81.7% in the past year from $10.86 to $19.73 as of Wednesday’s market close.
Since Trump has multiple agenda items in using tariffs, the reasons behind “punishing” Canada are often very obscure.
Jiayin Group Inc (JFIN) is China's technology service group. Share price rose about 54.5% in the past year from $5.28 to $8.15 as of Tuesday’s market close.
Seasonality has turned bullish and last into Mid February. The TRIN closes are at high levels near current prices suggesting support.