The global supply chain is in shambles. Retailers are paying record fees for shipping. China is the ‘warehouse for the globe’ but its covid policies are crippling supply chains. Consumer spending habits fluctuate at a record pace as the pandemic impacts wants and needs. The need for accuracy and speed in today’s marketplace has never…
Market valuations are cheaper. That is a prime argument for bulls on why now is a great time to buy. The S&P traded at approximately 22x earnings through much of 2021. The decline in markets year-to-date has lowered that to around 17x as we drift towards Q2 earnings. Yardeni Research P/E Chart: The problem with…
This represents an opportunity for Walmart (WMT) as it can use its sheer size and economies of scale to protect patrons against higher prices. Investors have been slow to adapt WMT as a winner in the current environment. The stock has slipped 10% over the past four months. A little deeper dive suggests that the…
