The US housing market should benefit from a strong jobs market, robust consumer confidence and low housing inventory.

US housing market has room to run

D.R. Horton, the largest home builder in the US, has posted a quarterly profit that was ahead by double-digits, beating Wall Street expectations.

Robotics, artificial intelligence and cybersecurity are said to be the new focus for investors.

Oils ain't oils when it comes to stocks

If you think global economic growth is about to accelerate, triggering higher inflation and interest rates, the stock selection should be limited to companies or assets that benefit from growth and can pass on higher prices.