Investors are running scared. Markets are plummeting as volatility surges. Here are 7 important words to heed: Capitulation is here, now go buy stocks. Turn on any financial news network and you’ll find plenty of reasons to take your portfolio to the sidelines: The list goes on and on. And while these concerns are real,… Read more »
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The recent rotation into small and mid-cap (SMID) stocks still has plenty of room to run. Battered SMID stocks have lagged the mega-caps for years. But the times, they are a changing. Here are five big reasons the rotation into small- & mid-caps is just getting started. Today, we’re going to dive into the macro-outlook,… Read more »
Most investors are unaware of the rebirth occurring in the stock market. A flat-lining S&P 500 masks the monster strides the average stock is making. Today we’ll be visualizing the breath-taking cyclical rotation trade that’s not slowing down anytime soon. Stock picking shouldn’t be a popularity contest. It should be a profit contest. For years,… Read more »
“The overarching concern is, where is the ROI on all the AI infrastructure spending?” said Alec Young, our chief investment strategist in an interview with Bloomberg. AI Fever Cools | Sending Nasdaq 100 Into $1 Trillion Tailspin “There’s a pretty insane amount of money being spent. Maybe it’ll pay off in a few years. But… Read more »
The monster rotation is gaining steam. This is very healthy action that’s long overdue. Here are 3 reasons small-cap stocks are heading a lot higher. Yesterday’s 3.65% selloff in the NASDAQ 100 was the worst since 2022. All major indices got clobbered, but mega-cap Tech in particular felt the brunt of the latest market-cap reshuffle…. Read more »
Election season is finally here. The mudslinging and policy curve balls are already ramping up! With all the noise (and ammo) swirling around, let’s run through our top 2 sectors to own this election season. On July 8, we published our initial election piece. We showed you why it’s a mistake to sell stocks ahead… Read more »
We’re witnessing one of the most powerful rotations in recent history. And it has more room to run… Wall Street’s trade of the year is in full force. Rarely does a rotational quake strike equity markets. But when positioning reaches extremes, it’s only a matter of time before a breath-taking unwind occurs. Literally one month… Read more »