Banting Court Capital Management Inc.

A sector specific analysis for the current market environment.

The Best Stocks To Invest In Right Now - Banting Court Capital The best stocks to invest in right now may be obvious as we are in a typical bull market which sees the index rise without resistance.

Really? What recession?

What Recession? Corporate Earnings Are On The Rise - Banting Court Capital It’s not a coincidence that S&P 500 companies had the strongest EPS growth in nearly 2 years while the word ‘recession’ in a company transcript has fallen to a near 2 year low;

Small cap stocks get a haircut.

Small Cap Stocks With Bright Futures Begin To Decline On Higher Rate Expectations - Banting Court Capital Over the last month, the Russell 2000 index is down -5.71% on those changing interest rate expectations as market participants have placed bets on both higher rates on prospective loans and/or an issuance of shares, leading to share dilution.

2024 continues to throw curve ball after curve ball. Here's some info to consider at this point in time...

New Expectations On Inflation, Interest Rates, and Gold - Banting Court Capital Inflation is up, high interest rates are here to stay, and gold is pulling demand from every corner of the market.

Conflicting views.

U.S. Oil Prices Move Higher & That Could Be The New Norm - Banting Court Capital Oil prices are up more than 20% YTD and it doesn’t look like there will be a break in prices until interest rates come down. However, that break will likely be short lived.

Global update.

Navigating Market Turmoil: How The Taiwan Earthquake Impacted Asian Stocks and FX Trading - Banting Court Capital Following safety checks, most manufacturing businesses were able to start production again after just a 1 day lull. This is a testament to Taiwan’s earthquake early warning system, modern building design, and resilience of its citizens.

Attention JPY traders!

Japanese Yen Outlook & Market Sentiment: USD/JPY, EUR/JPY, GBP/JPY - Banting Court Capital Although all of the above is bullish for the Japanese Yen (JPY), it will take some time to work its way through international markets and have an affect on bond yield differentials.

A way to interpret Berkshire Hathaway's cash balances.

Berkshire Hathaway Cash Balances Are Telling A Story - Banting Court Capital Berkshire Hathaway reported a record high cash balance at the end of 2023 to the tune of $167.64 billion which appeared odd to market participants.

Rate cuts are on the horizon.

When To Expect The First Interest Rate Cut - Banting Court Capital The Fed hasn’t cut rates yet because it seems to be more concerned with the labour and stock markets than it is with the commercial property market.

Gold demand found a new entrant...

Utah Passes Legislation To Hold Gold and Silver As Reserves - Banting Court Capital Utah has now joined a small but growing list of states who also hold physical gold and silver as reserves for state funds.

Where to and where not to park your money.

Countries With The Highest Investment Risk - Banting Court Capital In addition to political and economic risk, a country’s legal and default risk must also be analyzed. The following list was compiled by analyzing all these factors together to estimate a risk premium (the extra risk in a given market). The U.S. served as the baseline used for measuring the extra ...

Our introduction to algorithmic trading.

Trading FOREX With "ALT" On 4H & 1D Time Frames - Banting Court Capital “ALT” is a trading algorithm based on price action that is validated by sequences of events for trading FOREX.

A part of a successful investing strategy.

How To Research A Stock - Banting Court Capital Stock research is an integral part of investing, some information is free while other sources of information require payment. This article will highlight the free sources of information that can help a market participant diagnose a company fairly quickly.

These are the facts, what happens next remains to be seen.

Doomsday: Demand Destruction, Inverted Yield Curves, and Food Insecurity There's a new world order on the horizon and it honestly doesn't matter whether or not you believe its coming. Prices of goods and services are out of control which has pushed inflation to a 40-year high in the U.S., food shortages have taken the world by storm, and now yield curves have started to....

✨We're honestly surprised at how many trading opportunities there has been in this market.

The Sugar Rush: Sweet, Sweet, Profits Russia's influence over the global economy continues to get stronger every week as their commodity exports decline. This time its sugar prices that are soaring and many market participants can't figure out how Russia influences the sweet commodity. See below for Russia commodity exports: It starts w...

Coinbase has been sued for selling unregistered securities 👀

Coinbase Sued For Selling Unregistered Securities Yes, it's official, Coinbase has been sued for selling unregistered securities. The lawsuit was filed by a group of Coinbase users who claim that Coinbase has been allowing customers to buy and trade 79 unregistered crypto securities since October 8th, 2019. To go further, the group of users say tha...

🔔After this big move, you may want to consider Netflix...

Netflix Continues To Increase Profitability Many market participants were wondering why billionaire hedge fund manager, Bill Ackman, chose to take a $1 billion stake in Netflix last month. As of right now, that position is starting to make a lot of sense as Netflix (NFLX) has announced a policy to help improve its profitability in 2022 and be...

✨The Chinese government has rushed in to save it's market leaders 🛸

Alibaba Heads For Record Gains as China Sounds The Alarm Shares in Alibaba (BABA), JD.com (JD), and other Chinese companies surged on Wednesday after the Chinese government made a big announcement. It was like a breath of fresh air for Chinese stocks listed around the world as uncertainty subsided rather quickly. The government announced that it would sup...

✨Who wouldn't want to invest in food production?

Trading Opportunities: Russia Suspends Fertilizer Exports Russia has decided to temporarily suspend fertilizer exports to secure food production and low food prices at home. The move is yet another power play by Russia as the country continues to put its own interests over the rest of the world. Global urea and potash supplies, the two key ingredients in f...

✨These companies and numbers may surprise you!

👀👀👀

The World's Top Selling EVs Sales of electric vehicles (EV) have been accelerating over the last few months and January proved to be a key month to start off the year. Below we're going to report the data for the top 5 selling EVs in the month of January and we hope that this helps with your investment decisions. To be honest,...

✨Here's what to expect and what not to expect moving forward.

✨0, 25, or 50 basis points?

March 16th, 2022: The Fed Interest Rate Decision One thing is for sure, interest rates are nearly guaranteed (98.3% chance) to rise on March 16th, 2022 in an effort to cool inflation. Market participants are now debating whether it's a 25 basis point or 50 basis point interest rate hike that will be announced next Wednesday. Let's look back to ear...

✨Are you feeling the effects of sanctions more than Russia?

Sanctions Are Harming Global Retail Investors More Than Russia Sanctions from western nations have begun to pile up on Russia and even on Russian oligarchs but they have not phased Vladimir Putin. The reality is that these sanctions levied on Russia have begun to make life in western nations even more expensive while depleting the value of western stock markets...

✨The Russia-Ukraine crisis has created asset class winners and losers, stocks have been the biggest losers.

Asset Class Winners and Losers During The Ukraine Crisis Russia's insurgency in Ukraine is intensifying as Russian troops continue to move toward the capital of Ukraine, Kyiv. Many market participants believe that this event will transition into a war that will involve many countries, this expectation has injected volatility into many financial markets. V...

✨Have you ever had a free ride? 👀

Pershing Square Holdings (PSHZF): A Free Ride In Bill Ackman's Hedge Fund Typically, hedge funds aren't available to retail investors who have small amounts of capital. However, legendary investor, Bill Ackman, has made his hedge fund available to the public through a closed-end fund known as Pershing Square Holdings Ltd. (PSHZF). This particular fund is currently trading...

This is going to be a big one!

Volkswagen (VWAGY) and the Porsche IPO The odds are likely that Volkswagen will be selling a stake in its luxury sports car brand, Porsche AG, as the company looks towards an IPO. We don't know for sure how this will play out for both companies but we do have some opinions that we'll share below. Volkswagen held advanced talks with its m...

The Nasdaq 100 may be better positioned for higher interest rates than the S&P 500 👀.

Nasdaq-100: Earnings and Valuations Due to recent volatility, the Nasdaq-100 has returned -14.16% YTD while the S&P-500 has returned -8.58% over the same time period. This has led many market participants to believe that the Nasdaq-100 may be worse off (than the S&P-500) in 2022 because of tech valuations and earnings but there's a lo...

🔔It looks like Filet may allow everyone to participate in Filecoin mining 👀

Staking and Mining Filecoin With Filet? The process of Filecoin "FIL" mining today requires expensive, enterprise grade, hardware that is out of reach for the average person. The Filet protocol seeks to change that by decentralizing the mining process to allow FIL holders to participate in Filecoin mining by staking their FIL on the Filet...

✨This might be a special pick for 2022.

NVR : The $5,000 Stock You Didn't Know About NVR, Inc. (NVR) are the second highest priced shares in the market behind Berkshire Hathaway's Class A shares. The company operates as a homebuilder and mortgage financier in the United States, it's also the 4th largest homebuilder in terms of revenue. NVR primarily constructs and sells single-famil...

🔔There's more graphite in an EV battery than lithium, nickel, or cobalt. Did you know that?

Graphite Stocks: Capitalizing on EV Demand Market participants are always looking for ways to profit on the EV boom but most of the trades have become quite saturated. For example, a plethora of investors have already bought up the shares of EV manufacturers as well as lithium, nickel, and cobalt producers which leaves many wondering if thes...

Do you hold any big tech stocks? 😐

Big Tech Has Lost Some Shine Big tech companies in the U.S. have taken a beating in 2022 as market participants have shifted away from saturated technology trades. Due to recent volatility, big tech stocks have become a not-so-safe trade which is completely different from the market narrative over the past 5 years. It was once....