2025’s wild ride and trade tape bombs keep spooking investors. Many sold out just to witness Spring’s ricochet rally. It’s painful sitting on the sidelines…and given widespread defensive positioning, the bullish parade isn’t stopping. The pain trade is higher. Today we’ll highlight 3 bullish forces that will drive stocks to all-time highs. We’ll start by… Read more »
2025’s epic volatility is a great reminder of the importance of diversification. Adding gold to your portfolio gives you a smoother ride. Even after a recent 10% correction, gold is still up over 20% YTD, beating everything from bitcoin to large, mid and small cap stocks, international equities and bonds of all stripes. Gold’s big… Read more »
Trade headlines continue to dominate the macro. Uncertainty has investors clinging to safety. Investor sentiment crashed. We’ve been recommending more tariff proof stocks. They’ve proven why they belong in every portfolio. But stock market carnage is creating quality opportunities in beaten down growth areas. It’s time to buy mega cap tech stocks. Before we jump… Read more »
Gaming out all the trade war twists and turns is next to impossible. That said, after the S&P 500’s quick 21% drop, single name opportunities have emerged. We’ve isolated 30 stocks that can thrive in tariff uncertainty. In this market, you need to be choosy. Buying the S&P 500 is full of risks. A nasty,… Read more »
The tariff tape bombs just keep on coming. It’s enough to make your head spin. Extreme policy uncertainty is slowing the economy. Today, we’ll show you what tariffs mean for growth, inflation, the Fed, earnings and the stock market. Importantly, you’ll learn how to tariff proof your portfolio in 2025. There is a group of… Read more »
The S&P 500’s slump into a correction has been swift. The index only took 16 trading days to fall 10% from its February 19 all-time high. Other than 2020’s epic Covid collapse, that’s among the S&P’s fastest corrections ever. And most high momentum growth stocks have been hit much harder. After a couple of years of… Read more »
Stocks have been cruising since October 2023. But trading is getting choppier as macro risks pile up. Every week seems fraught with fresh tape bombs. On top of tariff, Fed, fiscal and valuation worries, investors now have a growth scare to contend with. That’s a pretty full plate. Today, we’ll offer a 2025 volatility playbook,… Read more »
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 »