Economic uncertainty has rarely been higher. Worries range from tariffs, a rekindling of inflation, an end to Fed easing, rising rates, and high valuations. It’s a scary list. Today we’ll unpack an evidence-rich dataset to keep you invested. And we’ll help you answer the burning question on everyone’s mind: Are tariffs and high economic uncertainty… Read more »
Volatility is back on the front burner. Jitters range from the economic and inflationary impact of tariffs, to rising 10-year Treasury yields, to what DeepSeek means for the future of AI. All these narratives affect interest rates. And that bodes well for one patch of the income spectrum: Dividends. We’ll offer 3 big reasons to… Read more »
The market’s latest top macro worry is rising long-term interest rates. We’ve seen this movie before. 10-year Treasury yields recently hit 4.8%, their highest since peaking at 5% back in October 2023. Back then, we told you to Disregard the Rate Scare and Buy Stocks Now. The S&P 500 is up 40% to 6100 since… Read more »
The S&P 500 just posted a total return of at least 25% for the second year in a row. That hasn’t happened since 1998. Not too shabby. The downside of this epic rally is that howling about excessive valuations is everywhere. Everyone seems to agree stocks are too rich. Here’s the deal: Stock valuations… Read more »
2024 stunned just about everyone. In rare fashion, the S&P 500 is set to post a total return of over 25% for the second year in a row. But before we discuss the future, it’s important to step back. Two years ago, we were bold to suggest stocks can be a good bet in 2023…. Read more »
The GOP’s surprise sweep has pushed an already epic market rally into overdrive. The S&P 500 is up a scorching 24% YTD. That’s on top of last year’s impressive 24.2% ramp. Should investors blindly buy all stocks? Not particularly. The Trump 2.0 macro-outlook favors small- and mid-caps. Now, you may be wondering why investors are… Read more »
Savor this moment. Markets don’t get much better than this. Add up Fed easing, low inflation, steady growth, rising earnings and plump profit margins, and you’ve got the recipe for the big-time gains we’re seeing. But with the S&P 500 up a crowd-stunning 38% in the past year, our data-focused stance suggests investors use caution… Read more »
Here are a few tidbits about the stock market. The S&P 500 has hit 46 all-time highs this year. It’s up 22% YTD and a whopping 63% since this bull market began two years ago. Don’t let that juicy performance scare you. Big momentum is a buy signal. But stocks’ huge gains aren’t keeping bears… Read more »
Indices keep climbing. After posting a 26% total return last year, the S&P 500 is up another 20% YTD. As this bull market has blossomed, leadership has really broadened out. Here’s how to buy low at all-time highs. This rally’s proven it’s not a one trick pony. After underperforming in the first half, the S&P… Read more »
Let’s discuss the huge money-elephant in the room. Millions of investors hiding in money market funds are about to see their income fall in a big way. With the Fed finally cutting rates, yield hungry investors will have to work harder to generate income. Today, we’ll show you why now’s the time to buy dividend… Read more »