Happy anniversary! One year ago today, extreme oversold conditions ignited a rally for the ages. Today, it’s time to acknowledge the other extreme: Stocks finally reach the rare overbought zone. Last October, it was a lonely call to suggest “a massive rally is coming soon.” But when you’re armed with evidence-rich data, those crowd-stunning calls… Read more »
Investing doesn’t have to be complicated. Simply own great companies…especially technology names. 2 key signals forecast strong gains for NASDAQ stocks. Let’s be honest, clouds of uncertainty are everywhere you look. We’re facing: The list goes on and on. Sounds complicated, right? It doesn’t have to be. Focus where institutions are placing their bets and… Read more »
October brings falling leaves, pumpkins, and spooky Halloween. It’s a season of change. The same goes for election years in the stock market. Here’s your 2024 October surprise playbook. The term October surprise dates back to the 19th century as presidential elections routinely experienced unexpected events heading into November. Recent notable October surprises include: Could… Read more »
For years now, a popular mantra has been cash is king. Wealthy households poured into money markets at a breakneck pace. We are now witnessing the unfolding. The trillion-dollar money market bubble is set to unwind. Ring ring. Hello? Hi Mrs. Debbie, Mike here with XYZ Financial, it’s time to discuss where to park your… Read more »
The Fed finally did it. They cut interest rates. Our equity stance is summed up as follows: R.I.P. Bears! So often, traders overcomplicate stock market price action. You can see it all over the media with recaps of yesterday’s wild ride. Major indices were up triple digits during the Fed presser… then they finished the… Read more »
The time has finally come. A new macro chapter is unfolding. Rate cuts are imminent, buy small- and mid-cap stocks now. The September doldrums came right on time with all market-cap flavors taking a beating. As I write this, the S&P 500 dropped 2.5% in September and the S&P Mid Cap 400 has dropped 4.7%…. Read more »
Most believe equities have gone nowhere the last 2 months. On one hand that’s true. On the other, there’s a monumental money shift into dividend growth stocks. As I’ve said many times before, money rarely leaves the market – it rotates. And right now, we’re witnessing one of the largest rotations in recent memory. Over… Read more »
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If you’re only focused on Tech stocks right now, you’re missing out. A massive rotation that began months ago is in full force. Interest rates are falling. And that makes a bullish case to own real estate stocks into yearend. One of my favorite write-ups this year signaled a monster reversion trade was coming. If… Read more »