Macro Insights

3 Reasons the Market Lows Are In

Macro: 3 Reasons the Market Lows Are In

Stocks have been on a wild ride, gyrating up, down and all around. On October 9th, we told you a massive buying opportunity was looming as the BMI plunged into oversold territory. Fast forward a month and despite all the crazy chop, the S&P 500 is 3% higher and 7% off its October 27 low…. Read more »

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Macro: Disregard the Rate Scare and Buy Stocks Now

Macro: Disregard the Rate Scare and Buy Stocks Now

It’s getting ugly out there. Equity selling pressure is intensifying. We are reaching the point to disregard the rate scare and buy stocks now. In late July, we initiated our pullback narrative when our Big Money Index (BMI) peaked out at a scorching 83.9. Stocks never do well in the short-term when the BMI gets… Read more »

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Rising Interest Rates Won’t Kill Stocks

Rising Interest Rates Won’t Kill Stocks

After a great run, stocks are finally seeing healthy profit taking. Last month, we enforced our pullback narrative after the BMI hit a scorching 83.9 on August 1. Stocks never do well in the short-term when the BMI gets that hot. Today, we’ll show you why rising interest rates won’t kill stocks. We’ll cover what’s… Read more »

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When to Bet Big on Small Caps

When to Bet Big on Small Caps

The media has been love-stricken with mega-cap technology stocks this year. After a mammoth runup, it’s not surprising. It’s now become the mainstream view, making it less appealing. There’s a bigger opportunity in smaller unloved equities. If you’re curious on when to bet big on small caps, history points to NOW. Look, fans of MAPsignals… Read more »

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Narrow Leadership Means More Pain for the Bears

Narrow Leadership Means More Pain for the Bears

They say that stocks climb a wall of worry. It’s true. Rarely is the march higher in equities a cakewalk. The latest harbinger of equity doom is that weak breadth is a reason to be bearish. Those claims don’t hold water when you study the data. Here’s the deal: Narrow leadership means more pain for… Read more »

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Strong Earnings Growth will Fuel the Tech Rally

Strong Earnings Growth will Fuel the Tech Rally

Tech’s been on fire. It’s up 35% YTD, almost triple the S&P 500’s 12.5% gain. Tech’s been MAPsignals’ top ranked sector all year. Strong earnings growth will fuel the tech rally. The S&P 500’s overall direction tracks tech because the sector’s so big at 28% of the index. Add in communications services – home to… Read more »

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Growth Stocks Still Have Legs

Growth Stocks Still Have Legs

Growth stocks have crushed it this year. The S&P 500 Growth Index is up 11%. Technology and discretionary, MAPsignals’ two highest ranked sectors, have led the way. But with recession worries still swirling, many worry the rally can’t last. Based on historical data, growth stocks still have legs to run. Today I’ll show you why… Read more »

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Don't Rule Out New Highs

Don’t Rule Out New Highs

People can’t believe the S&P 500 was up 7.5% in Q1, never mind the NASDAQ’s sizzling 21% pop. Both institutional and retail sentiment remains downbeat. Cash on the sidelines just hit a record $5.1 trillion, up from the prior $4.8 trillion peak at the height of the Covid panic in April 2020. Today’s macro write-up… Read more »

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Macro Uncertainty Favors High Quality Stocks

Macro Uncertainty Favors High Quality Stocks

Stocks have been losing steam lately. Many of you may be wondering what’s changed, and what’s next? Today, I’ll show you what markets need to get back on track. Then, I’ll show you how to play it with a leading, low-cost factor ETF that targets the sweet-spot of the market that’s still seeing big money… Read more »

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International Stocks Deserve a Fresh Look

International Stocks Deserve a Fresh Look

International equities have been gathering steam lately. Many of you may be wondering if now’s the time to get more global and, more importantly, how best to do it. Today, I’ll show you why the global stock rally has legs and why international stocks deserve a fresh look. The data paints a positive outlook for… Read more »

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