The macro-outlook sure is tough. Between sticky inflation, a hawkish Fed, slowing growth, fresh China lockdowns, Europe’s recession and a soaring dollar, economic visibility doesn’t get much worse than this! It’s no surprise growth stocks have cooled off as safer, dividend paying stocks outperform. That’s bad news for the tech-heavy S&P 500. So, many are …
Macro Insights
Why You Should Bet On Discretionary Stocks
It’s always tough to time the market because the biggest rallies always come after the worst selloffs. It’s really easy to get faked out. 2022’s been a case in point. After suffering through a 23% drawdown in the worst first half since 1970, the S&P 500 skyrocketed 9.1% in July with first half sector laggards …
Take Growth Over Value
2022’s first half was the worst for stocks since 1970. A recent AAII survey showed only 18% bulls, a near 40-year low. More and more investors throw in the towel every day. Cash gets more popular all the time. Take growth over value!
Energy Still Has Room to Run
It’s no secret energy stocks have been on a tear. The sector is by far the stock market’s best performer, crushing the S&P 500 by a whopping 75% YTD. Many worry the gains can’t last. Today, I’ll show you why energy still has room to run.
Don’t Fight the Fed
This market is brutal. There’s no other way to put it. Between inflation, Fed tightening, China’s covid lockdown and the war in Ukraine, the economic outlook is incredibly murky at best. We all know markets hate uncertainty. Don’t Fight the Fed!
The Best Offense is a Good Defense
There’s no shortage of risks spooking investors these days. Today, I’ll show you why the best offense is a good defense.
Is Tech’s Rebound For Real
The tech bear market has been brutal. High quality blue chips are down 20% since November while unprofitable, “concept” stocks have been getting clobbered since early 2021. But lately tech’s starting to get its mojo back. Is tech’s rebound for real?
Stocks Follow Earnings
It’s no secret stocks follow earnings and interest rates. We know inflation is pushing interest rates up, making stocks more volatile. That makes having a realistic take on earnings more important than ever.
Is There Anyone Left to Sell
Man, it’s ugly out there! Add up Ukraine, inflation, and COVID, and we’ve got a recipe for the big-time volatility we’re seeing. So, you may be wondering, is there anyone left to sell? Let’s dive in.
Dividends Make the Difference
The last few years have been all about big gains. 2022 is shaping up to be the year of the dividend. And I believe that dividends make the difference in portfolios. Starting off I’ll show you why dividend strategies are catching on and what to look for. Then I’ll use the soon-to-be-released MAPsignals ETF scoring …
