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 »
The S&P 500 just posted a total return of at least 25% for the second year in a row. That hasn’t happened since 1998. Not too shabby. The downside of this epic rally is that howling about excessive valuations is everywhere. Everyone seems to agree stocks are too rich. Here’s the deal: Stock valuations… Read more »
2024 stunned just about everyone. In rare fashion, the S&P 500 is set to post a total return of over 25% for the second year in a row. But before we discuss the future, it’s important to step back. Two years ago, we were bold to suggest stocks can be a good bet in 2023…. Read more »