Cathie Wood closed out July on a buying spree. Let's see if we can figure out what she sees in these former highfliers that have been abandoned by many investors. Roku has slumped 82% from its all-time high reached in mid-2021. Read More...

MarketWatch
Why Mark Mobius thinks U.S. stocks haven’t bottomed — and where he sees emerging-market opportunities
Asked about his outlook for emerging- markets, Mark Mobius, a pioneering investor who helped to build Franklin Templeton’s emerging markets business before launching Mobius Capital Partners, argued that while the overall tone has been “generally negative” this year, there are still plenty of opportunities to be found in the emerging-markets space. The MSCI Emerging-Market Index (XX:891800) a gauge that includes shares of companies from more than 20 of the world’s biggest markets in Asia, Latin America and Africa, is down 18.4% compared with the S&P 500’s 13.4% (SPX) year-to-date.