Posts Tagged ‘sectors’
U.S. Stock Indices Tumble Amid Russian Aggression
“There are decades when nothing happens and there are weeks when decades happen.” –Vladimir Lenin As the world now knows, Russian president Vladimir Putin announced the start of a “military operation” in Ukraine, attacking several cities in the Eastern European country after months of amassing troops at its borders. This act of aggression will likely…Read More
What January Means for the Rest of 2022
Rather than guess at what might be happening in Global markets, let’s focus on what is happening – and ADAPT our portfolios accordingly. So, what do we know for sure today? We know January is in the books and it will go down as one of the more volatile beginnings to a year in recent…Read More
It’s All Bullish for Energy and Financials
One of the most important themes these days is the rotation between growth and value stocks. To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…Read More
Is Your Portfolio Ready for Higher Rates?
A lot of investors out there are in for a nasty surprise this year – especially index investors. Allow me to explain… 2022 is not 2019. It’s also nothing like 2020. This is a different environment and investors who hope to profit and outperform the market need to recognize and adapt to major shifts, particularly…Read More
Stop Wasting Your Time on New Year’s Stock Predictions
Nobody, and I mean nobody, can tell you with any amount of certainty what is going to happen over the next 12 months. Yet, with the change in the calendar from December to January of a new year, we see the same lame headlines predicting this year’s winners… “Stock Outlook for 2022” or “Predictions for…Read More
Was That a Black Friday Sale or Sell-Off?
News that a new COVID-19 variant has surfaced in South Africa spooked global equity markets this past Friday causing a frenzied sell-off. The question coming into Monday’s open was whether that sell-off was an overreaction and an opportunity – or the beginning of a much deeper, panic-driven sell-off. My thinking was – if global markets…Read More
Is It Only Temporary?
Inflation is grabbing a lot of headlines these days – and for good reason. Another jump in consumer prices last month sent inflation up 5.4% from where it was just a year ago, which matches the largest increase since 2008, as a tangled global supply chain continues to create havoc, not just here in the…Read More
Keep On Trucking!
While many investors focus their attention on the Dow Jones Industrial Average, it’s the Dow transportation stocks that deserve a closer look. That’s where savvy investors are finding opportunity and the possibility for outsized gains. But don’t wait because these transportation stocks are speeding toward record highs and are at their highest level in nearly…Read More
Sell In May?
We’ve all heard the old Wall Street adage “Sell in May and go away.” It finds its roots in the historic seasonality of market performance. According to the Stock Trader’s Almanac, the “best” six months to invest in the stock market is between November and April of the following year. While the period between May…Read More
Is the Bottom in for Stocks?
Last Friday morning’s news that President Trump and the First Lady had tested positive for the coronavirus spooked markets, sending stocks to a sharply lower open. Hours later, rumor of a possible new round of fiscal stimulus checks helped stocks make back some of the day’s earlier losses. By the end of the day, however,…Read More