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Are Tariffs and High Economic Uncertainty a Reason to Sell Stocks?
Economic uncertainty has rarely been higher. Worries range from tariffs, a rekindling of inflation, an end to Fed easing, rising rates, and high valuations. It’s a scary list. Today we’ll unpack an evidence-rich dataset to keep you invested. And we’ll help you answer the burning question on everyone’s mind: Are tariffs and high economic uncertainty… Read more »
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Macro Insights
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Hidden Bullish Breadth in Technology Stocks
Trading should be simple. Follow trusty time-tested indicators and call it a day. Markets are making new highs, stunning the crowd. One big reason is the hidden bullish breadth in technology stocks. Let’s rewind the tape. Just 2 short months ago, stocks were sold with abandon. Fed speak caused many investors to 2nd guess the… Read more »
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Big Money Insights Weekly
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Powerful Inflows into Small-Cap Health Care Stocks
When you follow money flows, you don’t need headlines to generate alpha. The supply and demand picture reveals the outliers. Today we’ll cover the powerful inflows into small-cap health care stocks. Let’s take a step back. In early December, we made the call that 2025 is shaping up to be a stock pickers market. Thus… Read more »
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Big Money Insights Weekly
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3 Big Reasons to Buy Dividend Growth Stocks Now
Volatility is back on the front burner. Jitters range from the economic and inflationary impact of tariffs, to rising 10-year Treasury yields, to what DeepSeek means for the future of AI. All these narratives affect interest rates. And that bodes well for one patch of the income spectrum: Dividends. We’ll offer 3 big reasons to… Read more »
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Money Flow January Effect
The 2025 tape bombs are in full effect. First there was DeepSeek. Then came the tariffs. Just don’t lose sight of the money flow January effect. Let’s face it, it’s easy to get blindsided by out of the blue market-moving headlines. Last week, I told you how the DeepSeek worries revealed the weak hands. From… Read more »
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Big Money Insights Weekly
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DeepSeek Fears Revealed the Weak Hands
The DeepSeek surprise proved how quickly equity prices can rerate. Some of the biggest winning stocks flopped at a magnitude rarely seen. Ultimately, DeepSeek fears revealed the Weak Hands. We’ve described weak hands before, back in 2020. It’s the new investors who lack conviction in their trades. Possibly they bought into the A.I. trade in… Read more »
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Why Higher Yields May Not Be Bad for Stocks
Alec Young, our Chief Investment Strategist, discusses what’s next for NVIDIA and AI stocks following the market disruption caused by DeepSeek yesterday, with Oliver Renick at Schwab Network. Why Higher Yields May Not Be Bad for Stocks And covers his latest Macro study on why high interest rates won’t kill the equity rally. Read more »
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High Interest Rates Won’t Kill the Equity Rally
The market’s latest top macro worry is rising long-term interest rates. We’ve seen this movie before. 10-year Treasury yields recently hit 4.8%, their highest since peaking at 5% back in October 2023. Back then, we told you to Disregard the Rate Scare and Buy Stocks Now. The S&P 500 is up 40% to 6100 since… Read more »
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