Buy This, Not That: One Tech Firm to Rule Them All?
Technology has been at the center of this year’s market action… and we’re not talking about just AI. Tech is a constant driver of innovation, and anyone who’s invested in streaming or EVs over the past decade knows just how much it pays to pay attention to the sector. That’s why we’re talking tech in […]
Monday Takeaways: The One Signal to Watch in a Quiet Week
It’s a short week… but some big stuff is happening in the markets. Here’s what I’ve got my eye on… and you should be watching it too. Nvidia (NVDA) reports earnings tomorrow after the close… and the market’s looking for a huge earnings beat. I’m talking close to 500% over last year. If we get […]
Stock of the Week: This Energy Player Is Heating Up
‘Tis the season for this natural gas distributor… It’s ready for a breakout.
Buy This, Not That: The Magnificent or Mediocre Seven?
The markets sure took a turn, didn’t they? After nearly falling off a cliff… they surged last week on a huge rally in the Treasury market. As bond prices soared, yields fell… bolstering equity markets in their wake. What remains to be seen, however… is whether this rally can continue into the end of the […]
What to Watch as We Brace for the Next Fed Meeting
The proverbial coast isn’t clear yet, folks. Now, I’m fond of saying that there are opportunities to make money no matter which way the market is moving, and I certainly intend to make sure you have a plan for that… because it doesn’t look great out there right now, for stocks or bonds. We’ve got […]
Stock of the Week: The No. 1 Content App in a HUGE Market
You can’t fight the trend with this one…
How to Navigate This Week’s Stock Market Turbulence
Anyone who’s been watching stocks for the past few days knows that it’s starting to look scary out there. In my review at the beginning of the week, I said we could be in for a rough ride if the S&P 500 breaks below a key support level at 4200, and guess what? It did. […]
What to Watch for This Week as Bonds Face a Repricing Rollercoaster
I’ve been talking for a while now about how the bond market influences the stock market, and we’re likely going to get an object lesson in that this week. With Treasury yields having climbed north of 5% before settling back down just under that today, we’re seeing some serious pain for bonds, given that those […]
Stock of the Week: A Resourceful Business With a Huge 35% CROCI
This backdoor AI play is in the heart of Silicon Valley… and it’s perfectly positioned to benefit from the boom in AI.
Stock of the Week: The Solution for a Shaky Market
This $17 billion engineering solutions company is undervalued… has low volatility… and has historically done well in October and November. It’s the solution to today’s shaky market.