Search Results for: fed

It’s critical that we not overlook the true movers of the modern economy.

FedEx reported strong numbers in its latest earnings call. But more than that, the company showed us what could be the No. 1 way to make money in times like this. Here’s what you need to know…

As the Fed raises interest rates, easy access to cheap money is drying up, and companies that don’t make a profit, burn through cash, and rely on borrowing cheap money may be forced to default on interest payments without the possibility of refinancing. This week, I want to focus on two companies that could feel […]

After the Federal Reserve’s 75-basis-point rate hike on Wednesday, stocks dropped significantly in Thursday’s trading. That’s no surprise considering many investors fear the Fed’s rate-hike policy could push the U.S. economy into a recession. With rising rates and a fear of recession as the backdrop, this week, I’m focusing on U.S. Treasuries and consumer discretionary […]

The media has finally accepted something I have been saying all along: we are in bear market territory. Hard selling triggered by last week’s horrid CPI numbers and horrid consumer sentiment levels pushed the S&P 500, officially, into bear market territory. Stocks, bonds, and the rest are all getting hammered. It’s a bloodbath out there, […]

What happens after a Fed chief begs the people to print more… and then admits he printed far too much? We’ll soon see…

The Fed has its foot in a trap… and you’re paying for it. Here’s what happens next.

I hope you didn’t get suckered in by the Fed this week. Wednesday’s rally, which came just after the Fed announced a 50 basis point hike in the fed funds rate (instead of 75), wasn’t a sign to run back into the markets.

That was nothing but short covering. The markets are down again today and the trend is likely to continue downward until the Fed changes course. And it will.

Until then, we need to stick with what’s working, with the tried and true companies still making great earnings, to turn a profit – and I’ve got just the plays for you.

Watch today’s Buy, Sell, or Hold by clicking the video below, or go here to read the transcript.

Every bond and stock investor knows at least one Wall Street saying regarding Fed policy moves. Some of them are: “Never fight the Fed,” “Follow the Fed,” and “Don’t fade the Fed.” They’re good advice, but only to a point. That point is usually where the Fed is wrong and has to turn tail, which […]

I think 2022 and early 2023 will be the year of big tech growth stocks.

You heard me right. I said “growth” stocks, not “value” stocks.

Since mid-2021, the market started pricing in higher interest rates. That impacted the valuation of tech companies based on discounted cash flow pricing models. And that, in turn, drove prices down on most tech growth stocks.

Now though, with the U.S. economy posting negative GDP last week, the Federal Reserve will have to tread very carefully regarding its interest rate policy.

If the Fed indicates any dovish change in its longer-term interest rate policy, we could see a huge rush of capital back into big tech growth stocks.

I don’t think the Fed will change its narrative anytime soon (for risk of losing credibility). Still, traders are going to see the same opportunity I’m seeing, and that’s going to cause small rallies as traders start to position themselves for the future in big tech companies like this one.

Read on to learn how you can position yourself for the future with two new trades.