The whistleblower who exposed Madoff says the “$38 billion in fraud we’ve come across is merely the tip of the iceberg.” Plus new economic data and a possible acquisition.
Read MoreOne of the hallmarks of the market’s upward trend this year (even factoring in the market volatility and pull back since late July from the latest all-time high) has been the strength of the U.S. economy. Even as trade uncertainty continues to keep investors and analysts on edge, concerns about interest rate policy persist, and […]
Read MoreThese 8 stocks look like winners now as economic growth slows.
Read MoreKeep these 6 robust stocks on your radar – they can weather the coming storm.
Read MoreThe billionaire investor just issued a warning, and says this is the asset to buy now to prepare for what’s coming.
Read MoreThe bank is now bullish on this asset class. The question is, should you get in on this trade?
Read MoreEvery day for the last 18 months now, markets have moved based on trade sentiment. Whether or not President Trump and Chinese President Xi Jinping decide to come to terms on trade influences whether or not the S&P 500 rises or falls, and that’s certainly become the case in recent days as the two leaders […]
Read MoreOne of the things that has helped the market perform very well this year, along with the expectation that a trade deal between the u.S. and China will eventually get worked out, is the fact that most economic data measurements in the U.S. have continued to come in pretty healthy. Even the fact that tariffs […]
Read MoreWhen the only subject that anybody in the market wants to talk about at any given time is the latest addition to the trade narrative, it gets pretty easy to miss out on other important information that the market can give you. It’s part of a phenomenon that I like to call “missing the forest […]
Read MoreOver the last month, the entire market seems to have been holding its breath, waiting for some kind of catalyst to pin the market’s next wave of momentum on. Are indications that the weakening global economy is rippling into the health of the U.S. economy correct, or is an increasingly accommodative Federal Reserve going to […]
Read MoreSince the beginning of 2018, the Materials sector has been one of the worst-performing sectors in the market. Despite an increase since the end of last year of a little more than 10%, the sector remains down more than 14% since January 2018. Concerns throughout the period about increasing commodity costs have been compounded more […]
Read MoreOver the last several years, one of the biggest benchmarks the Fed has used to evaluate the need to raise, lower or maintain their interest rate policy has been the employment rate. Every month, the market seems to hold its breath as a new set of unemployment and salary data is made available and everybody […]
Read MoreOne of the classic benchmarks of the economy’s health and strength is the housing market. Stocks of retail companies like Home Depot (HD) and Lowe’s (LOW) often serve as proxies of to guide the market’s perception of the housing market, but it also isn’t uncommon to see experts and analysts referring to homebuilders like D.R. […]
Read MoreOne of the things about stocks in the Consumer Discretionary sector that is interesting is how widely disparate they are. The general perception of most stocks in the sector is that they are highly cyclical, sensitive to inflationary pressures that make them more risky when the economy is in trouble. One industry in the sector […]
Read MoreThe market has been nervous this week – whether you want to cite trade war fatigue, global economic fears that could be rippling into U.S. economic metrics, or earnings reports from some of the market’s biggest companies that have disappointed investors. I think it’s true that tariffs between the U.S. and its biggest trading partners […]
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