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 »
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 »
Think the market’s done going higher? Think again. There’s more pain coming for the bears. Today, we’ll make the data-driven case of how the S&P 500 can reach 5900 by yearend. Here’s the reality, stocks have an incredibly strong setup on the macro front: These few facts alone are a powerful cocktail to keep the… Read more »
It isn’t often that investors rush for the exits all at once. But when they do, grab stocks with both hands. August’s ETF liquidations signal epic gains ahead. Investors often look for catalysts before buying stocks. Maybe it’s a positive earnings call or some hot new gadget with explosive growth potential. On the macro side… Read more »
Investors are running scared. Markets are plummeting as volatility surges. Here are 7 important words to heed: Capitulation is here, now go buy stocks. Turn on any financial news network and you’ll find plenty of reasons to take your portfolio to the sidelines: The list goes on and on. And while these concerns are real,… Read more »
Most investors are unaware of the rebirth occurring in the stock market. A flat-lining S&P 500 masks the monster strides the average stock is making. Today we’ll be visualizing the breath-taking cyclical rotation trade that’s not slowing down anytime soon. Stock picking shouldn’t be a popularity contest. It should be a profit contest. For years,… 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 »
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 »
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 »
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 »