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 »
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 »
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 »
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 »
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 »
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 »
This market is brutal. There’s no other way to put it. Between inflation, Fed tightening, China’s covid lockdown and the war in Ukraine, the economic outlook is incredibly murky at best. We all know markets hate uncertainty. Don’t Fight the Fed! Growth stocks are lagging badly while less volatile, dividend paying stocks outperform. That’s bad… Read more »
There’s no shortage of risks spooking investors these days. Today, I’ll show you why the best offense is a good defense. Between inflation, rising rates, Fed tightening, the war in Ukraine and a fresh COVID crackdown in China, it’s ugly out there! But believe it or not, plenty of stocks are doing well. You just… Read more »
The tech bear market has been brutal. High quality blue chips are down 20% since November while unprofitable, “concept” stocks have been getting clobbered since early 2021. But lately tech’s starting to get its mojo back. Is tech’s rebound for real? Is this a durable rally or a dead cat bounce? Today, I’ll show you… Read more »
It’s no secret stocks follow earnings and interest rates. We know inflation is pushing interest rates up, making stocks more volatile. That makes having a realistic take on earnings more important than ever. To kick things off, I’ll show the long-term relationship between stocks and profits. Then I’ll highlight key macro risks to Wall Street’s… Read more »