Posts Tagged ‘strongest sectors’
Big Moves for a Forgotten & Unloved Asset Class
Have individual investors forgotten there is more than one asset class? It sure feels that way, because lately, all the excitement seems to be about one asset class – stocks. I get it, stocks have had an incredible rally coming off their October 2022 lows. But I’m not focusing on stocks today. There’s another asset…
Read MoreWhat 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 MoreMARKETS IN TURMOIL
You fell for it didn’t you? The scary headline… works every time. I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…
Read MoreIt’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 MoreIs 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 MoreStop 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 MoreIs 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 MoreIt’s the Biggest Lie on Wall Street…
Ever heard the old saying that fundamentals will tell you what to buy, while technicals tell you when to buy it? Well, it’s just a lot of nonsense – how many times have you seen analysts give buy recommendations on stocks with falling prices? Or they reiterate a buy recommendation based on lower prices,…
Read MoreSector Shakeup
Over the weekend we had a major shakeup in sector rankings: For the first time since August 14, 2018 Healthcare has dropped out of the top four strongest sectors of the 11 domestic sectors we track. Not only was Healthcare pushed out of the top four, it fell off a cliff, plummeting…all the way down…
Read MoreThe Inverted Yield Curve – Is Recession on the Way?
By now you’ve probably seen the headlines about the dreaded inverted yield curve – and the impending recession. Renewed recessionary fears have caused equity markets to wither, resulting in a cascade of articles and new analyst predictions. So what’s the yield curve and why does it matter? The yield curve is a line plotting out…
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