Ongoing trade uncertainty has continued to contribute to a high degree of volatility in the market. With both sides only seeming to be intent on ramping up their own respective rhetoric, it seems unlikely that any kind of resolution is unlikely to be found in the near term. I expect that to translate to ongoing […]
Read MoreTrade war, trade war, trade war…it really seems like investors are discounting all other information in favor of the next sound bite or tweet from the Trump administration or from China. After ending last week with a big sell off, and starting this week on the same note, the market is hyper-aware and super-sensitive to […]
Read MoreThe market rallied strongly yesterday; I guess that shouldn’t have been too much of a surprise, since investors are apparently so fearful of the prospect of what an extended escalation of the trade war that the entire market seems to be hanging on every tweet or sound bite that comes from the White House or […]
Read MoreFriday at 12:00 a.m., the Trump administration followed through on its threat to increase tariffs against China from 10% to 25%. Experts and pundits, including corporate heads, politicians, and economists seem united in the opinion that this latest phase of the trade war will be felt more acutely on the consumer level. The consensus seems […]
Read MoreThe market has been set on increasingly uncertain footing in the last two days as all of us try to figure out how the week is going to end between the U.S. and China and tariffs. The Trump administration continues to hold to their story that China reneged on previous agreements, but investors and analysts […]
Read MoreIs the market’s recent surge to a new all-time high a fresh continuation signal of the long-term bull market that many thought had ended in the last quarter of 2018? It could be; the truth is that the market right now is anxious for a positive catalyst. GDP numbers released Friday morning indicated that national […]
Read MoreCould this week’s massive move higher be the start of a larger rally?
Read MoreWhen you spend time scouring the market for investing opportunities, it’s pretty easy to focus on the biggest, most recognizable and most established names in any industry. It isn’t just the name recognition that makes that a logical course to take, either; when a industry in general starts to attract the attention of the broad […]
Read MoreAmong the many sectors that have benefitted by the market’s rally off of a Christmas Eve low, semiconductors have used broad market sentiment to drive into solid intermediate-term upward trends. As measured by the iShares Semiconductor ETF (SOXX), the sector is up about 34% from that late-2018 low, and 24% year-to-date. There are a couple […]
Read MoreAs a value-oriented investor that uses fundamental analysis to screen the market for attractive opportunities, I’ve had to learn over the years how to differentiate between a stock that looks like a good bargain versus those that really are. The irony of that statement is that just as no stock investment is ever guaranteed, the […]
Read MoreThe semiconductor industry is consistently one of the most interesting segments of the market to pay attention to; it seems to be a benchmark for the rest of the tech sector, and over the past few years has unquestionably lead the market from the standpoint of momentum and performance, to both the upside and downside. […]
Read MoreThis asset is hidden in plain sight and could make one of the world’s most valuable companies a whole lot more valuable once the market realizes what it’s sitting on.
Read MoreEvery year, a handful of stocks double over the course of the year. This was even true last year, despite the market having its worst year since the Great Recession, as stocks like Tandem Diabetes (NASDAQ: TNDM), Turtle Beach (NASDAQ: HEAR), Twilio (NASDAQ: TWLO), and Crocs (NASDAQ: CROX) all delivered triple-digit returns. For this year, I’ve got my eye on two stocks […]
Read MoreAmazon (NASDAQ: AMZN) is that stock that many investors kick themselves over for having not bought the stock from the get go. The stock has returned well over 100,000% since its IPO in 1997. A big part of those returns have come from Amazon having vastly expanded the reach of its business. What was once […]
Read MoreBlackRock (NYSE: BLK) chief equity strategist Kate Moore said in an interview with Bloomberg Television this week that the world’s largest money manager is “not giving up on technology” stocks. “The tech sector is still a well-liked and well-loved sector across BlackRock,” Moore said. But this year, it may be out with the old and […]
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