“The overarching concern is, where is the ROI on all the AI infrastructure spending?” said Alec Young, our chief investment strategist in an interview with Bloomberg. AI Fever Cools | Sending Nasdaq 100 Into $1 Trillion Tailspin “There’s a pretty insane amount of money being spent. Maybe it’ll pay off in a few years. But… Read more »
The monster rotation is gaining steam. This is very healthy action that’s long overdue. Here are 3 reasons small-cap stocks are heading a lot higher. Yesterday’s 3.65% selloff in the NASDAQ 100 was the worst since 2022. All major indices got clobbered, but mega-cap Tech in particular felt the brunt of the latest market-cap reshuffle…. Read more »
Election season is finally here. The mudslinging and policy curve balls are already ramping up! With all the noise (and ammo) swirling around, let’s run through our top 2 sectors to own this election season. On July 8, we published our initial election piece. We showed you why it’s a mistake to sell stocks ahead… Read more »
We’re witnessing one of the most powerful rotations in recent history. And it has more room to run… Wall Street’s trade of the year is in full force. Rarely does a rotational quake strike equity markets. But when positioning reaches extremes, it’s only a matter of time before a breath-taking unwind occurs. Literally one month… Read more »
Want to access this content? Get MAP. Read more »
Want to access this content? Get MAP. Read more »
To me, great research is defined by what you say when times are tough…not when the gettin’ is good. Let’s rewind the tape back to October when the Big Money Index (BMI) alerted an incredible setup. Not only did we pound the table that a breath-taking rally was coming, we have the equity performance to… Read more »
Election season is finally here. Let the mudslinging begin! Here’s your ultimate 2024 election year playbook. Let’s face it, after June’s presidential debate, nerves are running high heading into November. That’s perfectly normal. Presidential candidates tend to highlight society’s biggest problems and their campaigns reinforce those negative narratives in the media. It’s no wonder investors… Read more »
With the 1st half of 2024 in the books, it’s time to focus on the back-half. There’s a strong signal for one growth area of the market. Keep betting on Technology stocks into yearend. The S&P 500 closed out a monster first half, ripping 14.48%. Much of that gain is squarely attributed to the outperformance… Read more »