When it comes to the state of the markets, Alec says the latest stream of economic data shows signs of a “mid-cycle slowdown.” What does that mean for your portfolio? Overcoming Investment Fears Surrounding Ecodata and the Election Alec Young, our Chief Investment Strategist, joins Oliver Renick on Schwab Network. Read more »
Most believe equities have gone nowhere the last 2 months. On one hand that’s true. On the other, there’s a monumental money shift into dividend growth stocks. As I’ve said many times before, money rarely leaves the market – it rotates. And right now, we’re witnessing one of the largest rotations in recent memory. Over… Read more »
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If you’re only focused on Tech stocks right now, you’re missing out. A massive rotation that began months ago is in full force. Interest rates are falling. And that makes a bullish case to own real estate stocks into yearend. One of my favorite write-ups this year signaled a monster reversion trade was coming. If… Read more »
Think the market’s done going higher? Think again. There’s more pain coming for the bears. Today, we’ll make the data-driven case of how the S&P 500 can reach 5900 by yearend. Here’s the reality, stocks have an incredibly strong setup on the macro front: These few facts alone are a powerful cocktail to keep the… Read more »
On the heels of a scorching 38% rally off last October’s low, the S&P 500 has hit turbulence since peaking in mid-July. The large cap index notched a quick 9.7% correction while the NASDAQ 100 suffered a deeper 16% peak- to-trough decline. Today, we’ll make the data-driven case for why we’re buying the dip, and… Read more »
It isn’t often that investors rush for the exits all at once. But when they do, grab stocks with both hands. August’s ETF liquidations signal epic gains ahead. Investors often look for catalysts before buying stocks. Maybe it’s a positive earnings call or some hot new gadget with explosive growth potential. On the macro side… Read more »
Our chief investment strategist, Alec Young, joins BNN Bloombergto discuss the potential of a Tech stock bubble. AND shares hard-hitting stock picks. Bullish Call for Small & Mid-Caps Bullish call for small & mid-caps amid Fed rate cut hopes. Read more »
There are opportunities outside of mega-caps. Young: Parts of the Market are Turning in Favor of Smaller Stocks (CNBC) Alec Young, our Chief Investment Strategist, makes the call for small and mid-cap stocks on CNBC’s Worldwide Exchange with Frank Holland. Read more »
There is an old saying: The difference between a correction and a bear market is that a correction is about people worrying about bad things happening. A bear market is where bad things really do happen. Correction vs. Bear Market “We have the former, but not the latter,” Alec Young, our chief investment strategist at… Read more »