Recent Middle East tensions are a reminder that geopolitical risk can flare up suddenly. And the headlines can be scary. But emotional, knee-jerk reactions aren’t the answer. Don’t overreact to geopolitical headlines. See, geopolitical events are always a surprise. They’re inherently unknowable, so they’re never priced into the market. That’s why stocks initially sell off… Read more »
The buyers’ strike continues. After Friday’s equity dump, popular positions have been under pressure. We believe the slide isn’t over. Money flows and history suggest we’re entering the season of volatility. Last week was a reminder of how fast stocks can reprice. The S&P 500 dropped 3.04% and the tech-heavy NASDAQ 100 fell 5.36%. While… Read more »
How the S&P 500 Typically Reacts to Geopolitical Crises Alec Young, our chief investment strategist, joins BNN Bloomberg to talk about why investors shouldn’t overreact to spooky geopolitical headlines. Read more »
Fear is swirling. Equities are under pressure. When the bottom falls out of the Big Money Index, a huge opportunity is around the corner. Wow. What a difference a week makes. We’re finally witnessing a pullback that most thought was impossible. The overarching bullish sentiment seemed to never stop. That is, until recently. A cocktail… Read more »
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Most stocks have gone nowhere for months. The media will have you believe equities are doomed as rates drive higher. Don’t fall for that story. Under-the-surface reveals plenty of leading companies. High-quality small-cap stocks are thriving in 2024. Let’s face it, fear is a powerful emotion. There’s no better place to witness this fight or… Read more »
This rally has been an epic bear crusher. The S&P 500 rallied 28% from October 27, through the end of first quarter. Don’t let that big performance scare you. Strong momentum isn’t a reason to sell stocks. Thing is, the higher stocks have risen, the more bears have called for a sell-off. A broken clock… Read more »
The mega rotation is only gaining momentum. As indices bob and weave, one interest rate sensitive area is soaring. Keep betting on elite financial stocks in 2024. We’ve had quite a shift in tone the last few weeks. First, we told you there were 4 smart reasons to buy energy stocks. Then we made the… Read more »
“It’s much more profitable to stick around than try to time the markets,” Alec Young, our chief investment strategist said in an interview with CNBC’s Bob Pisani. “Markets tend to do much better than normal when we have had big moves like this,” he said. “You’re probably much better off just sitting on your gains.” Read more »
Money rarely leaves markets. It rotates. We are in the midst of a massive rotation favoring recent laggards. Small-caps will make all-time highs sooner than investors realize. As a data researcher, nothing gets me more excited than when a narrative shifts. Often, behavioral changes begin subtly…then the forward picture illuminates. Last week, I highlighted how… Read more »