Chief Investment Strategist Alec Young discusses Big Tech on Schwab Network; he shares why you should buy the dip in mega cap Tech stocks. “Yields consistently above 4.5% equate to equity volatility”, says Alec. He shares the correlation between sharp upticks in yields leading to a “shock to the system” for stocks. Volatile “Upward Spiral”… Read more »
MAPsignals Announces Rebrand to: MoneyFlows Powered by MAPsignals Q.I. Some exciting changes are happening. We are now MoneyFlows. Our new rebrand represents the latest step in our evolution. Why MoneyFlows? Money flows accurately define our unique approach to equity research. It’s our edge. Don’t worry though. Our data and process remain the same. The MAPsignals… Read more »
Alec Young compares the current situation to the “peak of Covid” and speculates on whether the Fed will cut rates in today’s interview with Schwab Network. Tariff Proofing Your Portfolio He also shares insights from today’s macro piece: How to Tariff Proof Your Portfolio in 2025. Read more »
The equity meltdown continues. Whipsaws are nauseating. We’re witnessing the weakest breadth since October 2023. Negativity is commonplace right now. Investors fear tariffs, the path of interest rates, inflation, DOGE, and more. This cocktail of uncertainty has the crowd fearing for the worst. I’m here to offer up a different more constructive view…one that’s grounded… Read more »
“The bottom line is the market does not like taking Trump at face value, because he is too mercurial,” our Chief Investment Strategist, Alec Young, shares with Bob Pisani of CNBC. “I don’t think Trump wants to crash the global economy.” Markets Starting to Price in Lower Earnings Estimates from Tariffs, Uncertain Growth Read more »
Our chief investment strategist, Alec Young, joins BNN Bloomberg to share strategies on how investors can make gains amid economic uncertainty. Economic Uncertainty is a Buy Signal Read more »
Alec Young, our Chief Investment Strategist, discusses what’s next for NVIDIA and AI stocks following the market disruption caused by DeepSeek yesterday, with Oliver Renick at Schwab Network. Why Higher Yields May Not Be Bad for Stocks And covers his latest Macro study on why high interest rates won’t kill the equity rally. Read more »
Stock valuations are high and that’s perfectly fine, says Alec Young, our Chief Investment Strategist. Assessing U.S. Equity Market Alec joins BNN Bloomberg to analyzes the U.S. stock market amidst high stock valuations. Read more »
Co-Founder Lucas Downey joins Schwab Network to discuss the U.S. Consumer ahead of Black Friday and Cyber Monday shopping days. WMT, WSM & Consumer Retail Ahead of Black Friday Here we discuss the popular K-shaped economy and ways to play that theme. Walmart (WMT) is working with the value-oriented consumer. Williams-Sonoma (WSM) is thriving with… Read more »