Alec Young compares the current situation to the “peak of Covid” and speculates on whether the Fed will cut rates in today’s interview with Schwab Network. Tariff Proofing Your Portfolio He also shares insights from today’s macro piece: How to Tariff Proof Your Portfolio in 2025. Read more »
The equity meltdown continues. Whipsaws are nauseating. We’re witnessing the weakest breadth since October 2023. Negativity is commonplace right now. Investors fear tariffs, the path of interest rates, inflation, DOGE, and more. This cocktail of uncertainty has the crowd fearing for the worst. I’m here to offer up a different more constructive view…one that’s grounded… Read more »
“The bottom line is the market does not like taking Trump at face value, because he is too mercurial,” our Chief Investment Strategist, Alec Young, shares with Bob Pisani of CNBC. “I don’t think Trump wants to crash the global economy.” Markets Starting to Price in Lower Earnings Estimates from Tariffs, Uncertain Growth Read more »
Our chief investment strategist, Alec Young, joins BNN Bloomberg to share strategies on how investors can make gains amid economic uncertainty. Economic Uncertainty is a Buy Signal Read more »
Alec Young, our Chief Investment Strategist, discusses what’s next for NVIDIA and AI stocks following the market disruption caused by DeepSeek yesterday, with Oliver Renick at Schwab Network. Why Higher Yields May Not Be Bad for Stocks And covers his latest Macro study on why high interest rates won’t kill the equity rally. Read more »
Stock valuations are high and that’s perfectly fine, says Alec Young, our Chief Investment Strategist. Assessing U.S. Equity Market Alec joins BNN Bloomberg to analyzes the U.S. stock market amidst high stock valuations. Read more »
Co-Founder Lucas Downey joins Schwab Network to discuss the U.S. Consumer ahead of Black Friday and Cyber Monday shopping days. WMT, WSM & Consumer Retail Ahead of Black Friday Here we discuss the popular K-shaped economy and ways to play that theme. Walmart (WMT) is working with the value-oriented consumer. Williams-Sonoma (WSM) is thriving with… Read more »
Alec Young looks at bond auctions and credit spreads to get an idea of risk appetite. He also discusses SMID stocks, inflation data, and what Trump 2.0 means for the market on Schwab Network. Looking for Value in Market Froth He notes that a lot of expensive stocks are still running up, including Palantir (PLTR),… Read more »
The lack of broad-based buying is unusual when indexes are rising this much. The last time the S&P 500 rallied 2% or more while at least 30% of its constituents traded lower was Nov. 4, 2020, the day after the 2020 presidential vote. In the current scenario, rate-sensitive stocks, like real estate, could struggle, while… Read more »