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The Fed is expected to raise interest rates another 25 basis points, and analysts expect they’ll pause for a while after that. I’m also pretty confident that’s the case, but I’m not taking it as the stellar news for the market that many media outlets are, because things are complicated out there. Case in point: […]

Welcome back for another opportunity to “take it to the bank” and spend $100 today on some of the best investing opportunities I can find. This week we did something a little different than usual and went on the air with the Money Morning LIVE crew, talking with their excellent host, Olivia Voz, about what […]

With the Federal Reserve likely to announce its final rate hike later this week, bond trading volatility will likely subside, and trading will increase. That will make it easier to trade fixed-income spreads and easier to trade the yield curves. That increased bond trading will be good for MarketAxess Holdings Inc. (MKTX), which operates an […]

In the wake of the COVID-19 pandemic, the world has seemed more upside-down than usual from a socioeconomic perspective. We’ve experienced massive upheavals in nearly every aspect of business, from the way we work to the restructuring of supply chains, and even the breakdown of globalization itself. Well, as if that wasn’t enough, there’s another […]

We’re about midway through earnings season for Q1 2023, and markets are trying to trend higher, driven by a lot of positive reports from the big tech names that have been pushing the rally we’ve been seeing these past few weeks. I’ll admit, I’m still a bit cautious myself, because if you look outside of […]

Anyone who’s been following me for a while knows that I’m on live with Stuart Varney on his Varney & Co. show at Fox Business every Wednesday morning. He always asks me great questions and does good research, but sometimes, I have a longer answer for him than I can say on air – or, […]

For your “Take It to the Bank” Tuesday this week, we’re sticking with energy stocks, because one of the biggest opportunities in the oil sector that we’ve seen in decades is currently underway in the Permian Basin. Trillions of dollars (yes, really) are up for grabs right now as major oil companies like ExxonMobil Corp […]

With more than 1,700 companies on deck to report earnings this week, there’s going to be a lot of chatter about quarterly results. Rather than getting drawn into all the earnings narrative, I want to shift today’s focus to something much bigger, with a much longer time horizon. I’m talking about energy, specifically, U.S. energy […]

We’re not in an economic recession, at least not yet, but it sure looks like we’re entering an earnings recession. The only reason stocks have held up so far despite falling EPS (earnings per share) is that a lot of traders, investors, and analysts think the Fed’s going to pause their rate hiking regime, if […]

I’ve been getting a lot of questions from people about infrastructure stocks, because I think there’s a perception out there that the sector is somewhat protected against recessionary conditions. Biden’s infrastructure bill has pumped over a trillion dollars into the space, after all, across several categories of development contracts – roads and bridges, railroads, the […]