Every now and then, a stat jumps off the screen. While major indices climb to new highs, certain areas are being liquidated. One group in particular triggered extreme outflows. The great news is this oversold signal is undefeated. Consider this. Going back thousands of years, humans have gazed at the sky in search of answers…. Read more »
The GOP’s surprise sweep has pushed an already epic market rally into overdrive. The S&P 500 is up a scorching 24% YTD. That’s on top of last year’s impressive 24.2% ramp. Should investors blindly buy all stocks? Not particularly. The Trump 2.0 macro-outlook favors small- and mid-caps. Now, you may be wondering why investors are… 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 equity seas are shifting. A new wave of leadership has gripped the market. The Trump 2.0 rally is only just starting. Most would agree, it’s an exciting time to be an investor. Forgotten sleeper stocks, like PayPal (PYPL), Shopify (SHOP), Carvana (CVNA) and Palantir (PLTR) have suddenly sprung to life recently (Disclosure: I own… Read more »
The verdict is in. The GOP won across the board. Here’s your 2024 post-election playbook. Heading into the election, our data signaled volatility risk into and after the vote. This was based on historical studies grounded in data. We now believe a less cautious stance is warranted. And 2 long-standing areas of focus for us… 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 »
A Resilient Economy & Strong Earnings are Overpowering Normal Election Worries “You don’t want the bond vigilantes to control the market,” MAPsignals chief investment strategist, Alec Young, said in a interview with Bob Pisani – CNBC, “Much of the rally is based on reasonably low rates, if that gets out of control, it’s going to… Read more »
Savor this moment. Markets don’t get much better than this. Add up Fed easing, low inflation, steady growth, rising earnings and plump profit margins, and you’ve got the recipe for the big-time gains we’re seeing. But with the S&P 500 up a crowd-stunning 38% in the past year, our data-focused stance suggests investors use caution… Read more »