After a great run, stocks are finally seeing healthy profit taking. Last month, we enforced our pullback narrative after the BMI hit a scorching 83.9 on August 1. Stocks never do well in the short-term when the BMI gets that hot. Today, we’ll show you why rising interest rates won’t kill stocks. We’ll cover what’s… Read more »
The media has been love-stricken with mega-cap technology stocks this year. After a mammoth runup, it’s not surprising. It’s now become the mainstream view, making it less appealing. There’s a bigger opportunity in smaller unloved equities. If you’re curious on when to bet big on small caps, history points to NOW. Look, fans of MAPsignals… Read more »
They say that stocks climb a wall of worry. It’s true. Rarely is the march higher in equities a cakewalk. The latest harbinger of equity doom is that weak breadth is a reason to be bearish. Those claims don’t hold water when you study the data. Here’s the deal: Narrow leadership means more pain for… Read more »
Tech’s been on fire. It’s up 35% YTD, almost triple the S&P 500’s 12.5% gain. Tech’s been MAPsignals’ top ranked sector all year. Strong earnings growth will fuel the tech rally. The S&P 500’s overall direction tracks tech because the sector’s so big at 28% of the index. Add in communications services – home to… Read more »
Growth stocks have crushed it this year. The S&P 500 Growth Index is up 11%. Technology and discretionary, MAPsignals’ two highest ranked sectors, have led the way. But with recession worries still swirling, many worry the rally can’t last. Based on historical data, growth stocks still have legs to run. Today I’ll show you why… Read more »
People can’t believe the S&P 500 was up 7.5% in Q1, never mind the NASDAQ’s sizzling 21% pop. Both institutional and retail sentiment remains downbeat. Cash on the sidelines just hit a record $5.1 trillion, up from the prior $4.8 trillion peak at the height of the Covid panic in April 2020. Today’s macro write-up… Read more »
Stocks have been losing steam lately. Many of you may be wondering what’s changed, and what’s next? Today, I’ll show you what markets need to get back on track. Then, I’ll show you how to play it with a leading, low-cost factor ETF that targets the sweet-spot of the market that’s still seeing big money… Read more »
International equities have been gathering steam lately. Many of you may be wondering if now’s the time to get more global and, more importantly, how best to do it. Today, I’ll show you why the global stock rally has legs and why international stocks deserve a fresh look. The data paints a positive outlook for… Read more »
Blue-chip dividend strategies outperformed everything last year, posting only low single-digit declines. Based on history, dividend stocks can thrive during market uncertainty. 2022 was a great case and point. Today I’ll show you why dividend-paying stocks offset high volatility environments, like now. Read more »
By now I’m sure you’ve read a few 2023 market outlooks and you’re probably not expecting much upside. Sentiment surveys reveal professional and retail investors are universally downbeat. After all, sticky inflation means the Fed will keep raising interest rates, all but ensuring a recession. From where I stand, the bears may have it wrong…. Read more »