Other Archives - Sierra Investment Management

Bloomberg and St. Aubin: Adversity for Apple Inc. if China Expands iPhone Bans

Access to this article may require a subscription In a span of two days, Apple Inc has seen roughly $200 billion (about the size of the whole of McDonald's Corp) of its market value wiped out And it looks like the blame rests [...]

MMI/Barron’s Names Sierra as 2023 Industry Awards Finalists

The annual MMI/Barron's Industry Awards recognize innovation and leadership in the investment advisory solutions industry Now in their 15th year, the Awards celebrate outstanding achievement and honor firms that have raised the b [...]

St. Aubin on Money Life Podcast: A Mild Recession on the Rise?

James St Aubin, chief investment officer at the Sierra Mutual Funds, says that while conventional thinking has moved away from a recession being imminent, more difficult conditions for consumers in the fourth quarter will cre [...]

St. Aubin to Wall Street Journal: “U.S. Stocks are really in a difficult position”

Access to this article may require a subscription Jerome Powell’s much-anticipated speech Friday did little to resolve the conflict gripping markets late this summer: whether a rapid climb in interest rates spells doom for t [...]

Worst Stretch of Losses for Tech Stocks Since December

Access to this article may require a subscription The big question now is whether a further unraveling of Big Tech's advance will take the broader market down with it, or whether other corners of the market will help to pick u [...]

Forbes & Sierra CIO St. Aubin on the Implications of Recent U.S. Bond Rating Downgrade

Access to this article may require a subscription Fitch Ratings took away America's triple-A credit rating this week, but it could not downgrade the almighty dollar The No 3 US credit rater joined larger rival Standard [...]

Corporate Earnings Growth Predictions Could Cause Stock Prices to Continue Climbing

Access to this article may require a subscription It's become a common refrain among those who believe the 2023 stock-market rally seems too good to last: by almost any measure one chooses, equity valuations in the US are look [...]

St. Aubin on the Future of U.S. Stocks’ Current Hot Streak

Access to this article may require a subscription The S&P 500 index is on the verge of a fifth straight monthly gain in July It's a reality that few on Wall Street expected just eight months ago As a result, it seems th [...]

US Stocks Advance in Wake of Upbeat Inflation Data; Sierra CIO Remains Cautious Due to Strong Job Market

Access to this article may require a subscription US stock indexes ended higher and recorded their fourth straight day of gains on Thursday, with the S&P 500 clearing the 4,500 mark for the first time since April 2022, led [...]

Nasdaq’s First Half of 2023 Boosting Economic Optimism

Access to this article may require a subscription Modest daily stock gains cinched a strong six months on Wall Street, fueled by investors' optimism that inflation is easing while the economy continues to hum Fresh spending da [...]