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Two things are hot right now: artificial intelligence and fixed income. You might be wondering what those two things have to do with each other. Well, for our purposes, what binds them together is the fact that when you can combine both of them into a single investment, you’re making one of the smartest plays […]

Even though inflation numbers are coming down, they’re still high and stubborn, which means the likeliest path forward is that the Fed will keep rates higher for longer. That means outpacing the impact of high rates and inflation is still paramount for most investors. One good way to accomplish that goal is to align yourself […]

Two popular measures of Nasdaq-listed stocks, the Nasdaq Composite and the Nasdaq-100, are often confused. Knowing and understanding the difference between the two just got more important, especially if you’re an investor looking for exposure to the “Magnificent Seven,” the seven soaring stocks that spawned the new bull market we’re in. So let’s start at […]

Markets took a bit of a hit this week on the heels of the news that Fitch Ratings has downgraded the credit rating of the United States. But it’s going to take more than that to put a damper on this leg of the new bull market, especially with earnings season still in full swing. […]

Of course, because AI is in the news so much, just about every company is trying to make a claim that they’re getting on the bandwagon and it’s going to shift their business into a new phase of growth. This is especially true during earnings season. So, you have to be careful about these claims. […]

Contrary to popular belief, the Federal Reserve isn’t done raising interest rates. Yes, the Fed raised rates last week – but here’s the interesting thing. PCE inflation numbers came out last week at 3% for June. That’s fine, but that’s only the headline number. The Fed focuses more on PCE Core numbers, which exclude volatile […]

There’s a good reason mega-cap tech stocks lifted benchmark indexes off their lows into a bull market. And a better reason why small caps are now outperforming big caps and will continue to outshine them as markets plow higher. The mega-cap tech rally, which was initially all about the “Magnificent 7” (META, AAPL, AMZN, GOOG, […]

The bull market continues in earnest, with markets barely seeming to notice the FOMC’s 25-bps rate hike this week. Many investors are confident that this is the last rate hike in the cycle, and Powell’s caginess about it doesn’t seem to be causing much doubt. That means earnings are still at the forefront of what […]

With the next FOMC meeting scheduled for this week, July 25 and July 26, interest rates are once again on the table. The consensus is that the Fed will raise rates another 25 bps, bringing the target range from 500-525 bps, up to 525-550 bps, according to the CME FedWatch Tool. At this point, another […]

When earnings come out, investors and traders often make buy, sell, or hold decisions based on the stock’s reaction to headline earnings metrics, but a deeper look into earnings numbers is always warranted. And right now, a perfect object lesson on why you should look past the surface is happening right now with Goldman Sachs […]