Macro Insights

Big Momentum is a Buy Signal

MACRO: Big Momentum is a Buy Signal

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 »

Posted in: All Macro Insights Stocks
How to Buy Low at All-Time Highs

How to Buy Low at All-Time Highs

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 »

Posted in: All Macro Insights Stocks
Buy Dividend Growth Stocks as Fed Cuts Interest Rates

Buy Dividend Growth Stocks as Fed Cuts Interest Rates

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 »

Posted in: All Macro Insights Stocks
The Pace of Rate Cuts Matters | Two Sectors to Buy into Weakness

The Pace of Rate Cuts Matters, Two Sectors to Buy into Weakness

Stocks have had a great year. But recent market volatility has gotten investors spooked. Traders are worried about 2 potential market headwinds: the path of Interest rate cuts and election uncertainty. Today, we’ll debunk Wall Street’s latest economic and election worries. We’ll highlight why the pace of rate cuts matters and the 2 sectors to… Read more »

Posted in: All Macro Insights Stocks
Why We Are Buying the Dip, and You Should Too

Why We Are Buying the Dip, and You Should Too

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 »

Posted in: All Macro Insights Stocks
Five Big Reasons the Rotation into Small & Mid-Caps is Just Getting Started

Five Big Reasons the Rotation into Small & Mid-Caps is Just Getting Started

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 »

Posted in: All Macro Insights Stocks
Top Sectors to Own this Election Season

MACRO: Top Sectors to Own this Election Season

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 »

Posted in: All Macro Insights Stocks
Ultimate 2024 Election Year Playbook

Ultimate 2024 Election Year Playbook

Election season is finally here. Let the mudslinging begin! Here’s your ultimate 2024 election year playbook. Let’s face it, after June’s presidential debate, nerves are running high heading into November. That’s perfectly normal. Presidential candidates tend to highlight society’s biggest problems and their campaigns reinforce those negative narratives in the media. It’s no wonder investors… Read more »

Posted in: All Macro Insights Stocks
Utilities’ Power Surge Risks a Short Circuit

MACRO: Utility Stocks’ Power Surge Risks a Short Circuit

It’s not often that the sleepy utilities sector outperforms sharply. In amazing fashion, Utes have been one of the hottest groups the last 3 months. Unfortunately, history says Utility Stocks’ power surge risks a short circuit. Today we’re going to review hard-hitting evidence of why now is a pristine time to reallocate those utility gains… Read more »

Posted in: All Macro Insights Stocks
Now’s the Best Time in History to be a Stock Picker

MACRO: Now’s the Best Time in History to be a Stock Picker

Markets keep jumping. But the rising tide isn’t lifting all boats equally. It’s no secret stocks don’t move in lockstep. But the spread between the market’s winners and losers has never been wider. Big performance gaps mean winners are paying off more than they normally do. Said another way, now’s the best time in history… Read more »

Posted in: All Macro Insights
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