Higher, Further, Faster... into Emerging Markets?! Captain Marvel's Take on Wall Street's Latest Moves

Falcon Punching Through Cybersecurity

Hey Starforce cadets! Captain Marvel here dropping in from well not space this time but the somewhat less exciting world of finance. Word on the street – or rather on CNBC – is that CrowdStrike is the name to watch in cybersecurity. Apparently even bad guys in the digital realm can't handle their Falcon XDR tech. Shana Sissel from Banrion Capital seems pretty confident and if there's one thing I respect it's confidence. Unless you're Ronan the Accuser then maybe dial it back a notch. Still Bernstein is singing a different tune with valuation concerns... Sounds like someone needs a cosmic reality check!

Taco Time? Mexico's Market Momentum

Alastair Pinder at HSBC thinks Mexico is going to be the 'surprise' winner amidst all this U.S. China trade drama. 'Beneficiary' is the word he used. Honestly sounds like a good enough reason for me to try and learn Spanish! Who knows maybe I'll pick up some new battle phrases besides "Higher further faster baby!"... I wonder if they have good churros down there...

Inflation… The Thanos of Economics?

Jimmy Lee of Wealth Consulting Group seems to think inflation is finally getting its comeuppance. Apparently there might be some opportunities in interest rate sensitive cyclicals and small cap stocks. So if I'm understanding this correctly it means smaller stocks that haven't had their moment in the sun yet could be ready to shine! Just like me back in '89 before my powers manifested! Time to give those underdogs some love.

The Fed: More Cuts Than a Kree Warrior's Blade?

Citi is now saying the Federal Reserve might not cut interest rates as much as everyone thought. Seriously? Talk about a mood swing! It's like when I think I'm about to enjoy a quiet evening with Goose and then he starts hacking up a Tesseract. Unexpected and mildly infuriating.

TIPS for a Stellar Investment Strategy

Gilbert Garcia of Garcia Hamilton is all about those TIPS – Treasury Inflation Protected Securities for those not fluent in finance speak. He thinks U.S. Treasury yields are peaking which apparently makes it a good time to buy. He claims the real rate on TIPS is unusually high... Normally I just punch my way through problems but this sounds like a potentially less destructive approach. Maybe.

Bond… James Bond? Nah Just Bond Pricing

Garcia expects downward revisions will eventually be reflected in bond pricing. Look I understand cosmic energy photon blasts and the occasional Skrull invasion but this bond stuff is a whole other universe. Let's just say if I ever need to save the economy I'm calling Rhodey. He understands this stuff way better than I do.