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The markets are closed for Martin Luther King Jr. Day… but things are heating up in China. And not in a good way. Its property sector is falling apart. Multiple businesses have gone bankrupt… including one of the country’s largest shadow banks… an institution that’s underwater by $36 BILLION. It’s a huge problem… that’s going […]

It’s a tale of woe… and a warning. And in the end… you won’t want to take a bite of this apple. At the end of June 2023, Apple (AAPL) made history as the first company ever to be valued at $3 trillion when its stock price closed above $193.42 for the first time. But […]

A rising tide lifts all boats, right? That isn’t necessarily true in the stock market. Certain stocks do better than others… and the same goes for certain sectors… All depending on the kind of market we’re in. That’s why in today’s Buy This, Not That… I’m looking at the Select Sector SPDR ETFs. Which sectors […]

One of the first things I was given when I started my trading career in Chicago back in 1982 was the Stock Trader’s Almanac. This book, published annually, was chock-full of investing insights and strategies… along with classic market truisms such as “Sell in May and go away.” But the adage that is jumping out […]

While ChatGPT, Bard and a host of other AI names and labels overwhelmed us in 2023, a new banner will command our attention this year. AI nationalism. With the AI frontier currently resembling a war zone, the U.S., China, South Korea, Brazil, Singapore, the European Union, multiple Middle Eastern countries, Australia and others are vying […]

Nearly every company is an AI company these days. In the second quarter of 2023… the term “AI” was mentioned more than 7,000 times in earnings reports. But smart investors know to look out for companies that are AI firms in name only… and to find the ones that are actually using the tech to […]

One of the most important things I’ve learned in my 40 years of studying and investing in the markets is that you always need to look at the big picture. And the big picture is the company, not the stock. A stock is the manifestation of investors’ and traders’ understanding and assumptions about what the […]

What a difference a year makes. After a painful knockdown in 2022, hardly anyone expected 2023 to be a comeback year for equity investors. But it was. And 2024’s going to be even better. Bonds suffered in 2022 thanks to the Fed’s miscalculation of inflation. Then incessant rate hiking hit stocks hard. The S&P 500 […]

With all major indexes up on the year… it’s time to look at their benchmark ETFs. After all, it sure is cheaper to get in on a rising market with a basket of stocks rather than trying to buy individual stocks. And in today’s Buy This, Not That video… we dive into large cap… small […]

Enjoy the rally, folks… because it’s going to last. The Fed sent the markets soaring with its talk of rate cuts coming next year. And not just U.S. markets. Markets around the globe loved the idea of rate cuts. We’re seeing new all-time highs and 52-week highs in all the big indexes. Now… we’re in […]