The S&P 500 just posted a total return of at least 25% for the second year in a row. That hasn’t happened since 1998. Not too shabby. The downside of this epic rally is that howling about excessive valuations is everywhere. Everyone seems to agree stocks are too rich. Here’s the deal: Stock valuations… Read more »
2024 stunned just about everyone. In rare fashion, the S&P 500 is set to post a total return of over 25% for the second year in a row. But before we discuss the future, it’s important to step back. Two years ago, we were bold to suggest stocks can be a good bet in 2023…. 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 »
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 »
Here are a few tidbits about the stock market. The S&P 500 has hit 46 all-time highs this year. It’s up 22% YTD and a whopping 63% since this bull market began two years ago. Don’t let that juicy performance scare you. Big momentum is a buy signal. But stocks’ huge gains aren’t keeping bears… Read more »
Indices keep climbing. After posting a 26% total return last year, the S&P 500 is up another 20% YTD. As this bull market has blossomed, leadership has really broadened out. Here’s how to buy low at all-time highs. This rally’s proven it’s not a one trick pony. After underperforming in the first half, the S&P… Read more »
Let’s discuss the huge money-elephant in the room. Millions of investors hiding in money market funds are about to see their income fall in a big way. With the Fed finally cutting rates, yield hungry investors will have to work harder to generate income. Today, we’ll show you why now’s the time to buy dividend… Read more »
Stocks have had a great year. But recent market volatility has gotten investors spooked. Traders are worried about 2 potential market headwinds: the path of Interest rate cuts and election uncertainty. Today, we’ll debunk Wall Street’s latest economic and election worries. We’ll highlight why the pace of rate cuts matters and the 2 sectors to… Read more »
On the heels of a scorching 38% rally off last October’s low, the S&P 500 has hit turbulence since peaking in mid-July. The large cap index notched a quick 9.7% correction while the NASDAQ 100 suffered a deeper 16% peak- to-trough decline. Today, we’ll make the data-driven case for why we’re buying the dip, and… Read more »
The recent rotation into small and mid-cap (SMID) stocks still has plenty of room to run. Battered SMID stocks have lagged the mega-caps for years. But the times, they are a changing. Here are five big reasons the rotation into small- & mid-caps is just getting started. Today, we’re going to dive into the macro-outlook,… Read more »