top of page

Latest newsletter: 5/15/2023

Monday Mood

  • Market Close & Worth the Read

  • Large Cap, Mid Cap, Small Cap.. Explained

  • US Gas Prices down 30% Since Last Year


Market Recap:

Major Indexes in the read on Friday (5/12). After their recent run, large technology companies declined, and U.S. markets ended lower on Friday as data revealed that consumer sentiment in the country fell to a six-month low.


Worth the Read:

-Turkey faces election runoff, Erdogan seen with momentum (RT)

-Plunging Tax Revenue Accelerates Debt-Ceiling Deadline (WSJ)

-The biggest startup flameouts of the last decade (Axios)


Large Cap, Mid Cap, & Small Cap explained

Firstly, "cap" is short for market capitalization, which is the total market value of a company's outstanding shares of stock. It's computed by multiplying a company's shares outstanding by the current market price of one share. Shares outstanding refer to the total number of shares of a corporation that have been issued and are held by shareholders, including institutional investors, insiders, and members of the public. These shares represent ownership in the company and can earn dividends or appreciate in value, providing a return on investment for the shareholders.

Large-cap companies are typically those with a market capitalization of over $10 billion. These are established, stable entities and are often household names. Think of companies like Apple, Google, or Microsoft. Investing in large-cap stocks is generally considered less risky because these companies have a proven track record of stability and performance. However, although stable, large-cap stocks may not offer the highest potential for rapid growth.

Mid-cap companies, on the other hand, are those with a market capitalization typically between $2 billion and $10 billion. These companies are often in the process of expanding. They carry greater risk than large-cap companies because they are not as established, but they also offer greater growth potential. Mid-cap stocks can be thought of as a middle ground between the stability of large-cap stocks and the potential of small-cap stocks. They have proven their business model to some extent and may be on their way to becoming large-cap, but they also have enough room to grow and innovate.

Finally, small-cap companies generally have a market capitalization of under $2 billion. These are typically young or niche companies and can offer the highest potential return on investment because they have much more room to grow compared to established companies. However, small-cap stocks also pose the highest risk among these three categories. They often face more business uncertainties, their stocks can be more volatile, and they can even go out of business.


US Gas Prices down 30% Since Last Year

One year ago we saw gasoline reach a price point that American drivers had never seen before.. $5 per gallon

Fast-forward a year later we are back to about $3.50. Over the past year, a decline in the price of crude oil, which makes up about half of the cost of a gallon of petrol, has contributed this reduction.

The U.S. benchmark for Crude Oil, West Texas Intermediate crude, is roughly $70 per barrel, down almost a third over the previous year.

Petrol costs have also decreased by around 30% since last June, which is a development that would generally be anticipated to boost American consumers' spirits. (Along with the stock market's recovery from its March lows.)

However, the most recent consumer sentiment readings indicate that there is still a lot of negativity available. Consumer confidence has reached a six-month low, according to one important reading.

Takeaway: Consumer mood is still down reported by the University of Michigan, due to the simmering banking crisis and the growing scrutiny around the debt ceiling face-off in Washington.

3 views0 comments

Recent Posts

See All

Commentaires


bottom of page