Market News

Move over FAANGs, when comparing the performance of the 10 Select Sector SPDR ETFs, healthcare is currently leading in the last 1-week, 6-week and 12-week performance periods. However, it appears the leadership within the healthcare sector is changing. Here's the short list with analysis.

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Accenture reported its Q3 2017 results on June 22, posting 5% year-over-year growth (7% in constant currency) in revenues to $8.87 billion. In our pre-earnings note published earlier, we stated that we expected both Consulting revenues and Outsourcing revenues to outpace the industry in Q3.

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The optimism that permeated the commodity markets due to OPEC’s resolve to rebalance the oversupplied oil markets has now turned into some pessimism.

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I spoke with AGW Group Co-Founder and CEO Adam Gorode about the vision behind his company, shaping the future of advertising and the keys to staying ahead in a changing industry.

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We have had a total of four rate hikes since the Fed lifted rates in December 2015. However, the Federal Reserve has failed to impact the expectations of the bond market and today. US macroeconomic data remains solid while price pressures are surprisingly subdued.

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The bull market that kicked off in March 2009 should be on the front cover of AARP magazine. At age 8, the S&P 500 bull run is very old and very overvalued compared to its historical ratios. Given the less than stellar circumstances, how should you invest now?

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The biggest job killer in American retailing isn’t the Amazon technology that features stores without cashiers. It’s bad leadership, which distances itself from its core customers; and the wave of store closures that sends everyone straight to the unemployment lines.

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Following reports of the behavior by a founding member, the VC firm has also halted its latest funding drive.

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Philippines President Rodrigo Duterte’s foreign policy flip-flops aren’t a big threat to China’s ambitions in South China Sea. India’s PM Narendra Modi’s high profile diplomacy is, something investors should keep a close eye on, as it complicates the geopolitical risks in the region.

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What we learned from 2017 VentureCrushSF (June 22, 2017), capturing key aspects of the discussion that occurred among 60+ investors. In this particular discussion session, the focus was: Why Aren’t There More Dead Unicorns in Venture/Tech? What does the venture market look like now?

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