Macro Insights

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 »

Posted in: All Macro Insights
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 »

Posted in: All Macro Insights
Dividend-Paying Stocks Offset High Volatility

Dividend-Paying Stocks Offset High Volatility

Blue-chip dividend strategies outperformed everything last year, posting only low single-digit declines. Based on history, dividend stocks can thrive during market uncertainty. 2022 was a great case and point. Today I’ll show you why dividend-paying stocks offset high volatility environments, like now. Let’s rewind a bit. Last February I told you 2022 was shaping up… Read more »

Posted in: All Macro Insights
2023 Outlook Why Stocks May Do Better Than You Think

Macro Outlook: Why Stocks Can Be a Good Bet in 2023

By now I’m sure you’ve read a few 2023 market outlooks and you’re probably not expecting much upside. Sentiment surveys reveal professional and retail investors are universally downbeat. After all, sticky inflation means the Fed will keep raising interest rates, all but ensuring a recession. From where I stand, the bears may have it wrong…. Read more »

Posted in: All Macro Insights Special Reports
Small Caps Take the Lead

Small Caps Take the Lead

This bear market has been brutal. Between sticky inflation, a hawkish Fed and a looming global recession, bulls can’t seem to catch a break. 2022’s big macro headwinds have hit tech stocks hardest, pressuring the S&P 500 and NASDAQ. It’s been easy to miss better performance under the surface. MAPsignals has been highlighting energy and… Read more »

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Don't Fear King Dollar

Don’t Fear King Dollar

This bear market has been relentless! Between sticky inflation, a hawkish Fed, and a looming global recession, bulls can’t seem to catch a break. As if that weren’t enough, the surging US dollar is quickly moving up investors’ worry list. But don’t fear king dollar. Rather, understand how a strong dollar impacts stocks. Then you’ll… Read more »

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When Will Growth Stocks Bottom

When Will Growth Stocks Bottom

The macro-outlook sure is tough. Between sticky inflation, a hawkish Fed, slowing growth, fresh China lockdowns, Europe’s recession and a soaring dollar, economic visibility doesn’t get much worse than this! It’s no surprise growth stocks have cooled off as safer, dividend paying stocks outperform. That’s bad news for the tech-heavy S&P 500. So, many are… Read more »

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Why You Should Buy Discretionary Stocks

Why You Should Bet On Discretionary Stocks

It’s always tough to time the market because the biggest rallies always come after the worst selloffs. It’s really easy to get faked out. 2022’s been a case in point. After suffering through a 23% drawdown in the worst first half since 1970, the S&P 500 skyrocketed 9.1% in July with first half sector laggards… Read more »

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Take Growth Over Value

Take Growth Over Value

2022’s first half was the worst for stocks since 1970. A recent AAII survey showed only 18% bulls, a near 40-year low. More and more investors throw in the towel every day. Cash gets more popular all the time. Take growth over value! For those still buying stocks, defensive, recession resistant plays are all the… Read more »

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Energy Still Has Room to Run

Energy Still Has Room to Run

It’s no secret energy stocks have been on a tear. The sector is by far the stock market’s best performer, crushing the S&P 500 by a whopping 75% YTD. Many worry the gains can’t last. Today, I’ll show you why energy still has room to run. The sector remains widely under-owned and still comprises only… Read more »

Posted in: All Macro Insights
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