Luke joins Nicole Petallides with Schwab Network to discuss stocks to buy on a seasonal dip. Buy Seasonal Dips, META, TSM & LRCX Key A.I. Stocks Co-founder Lucas Downey expects a seasonal pullback after the steep SPX rally. He urges investors not to panic and instead buy on the anticipated dip. Read more »
MoneyFlows’ Chief Investment Strategist, Alec Young, joins Schwab Network to discuss the disparate factors impacting the market right now, from the “structural shift” of AI to the labor market and more. AI Winners Across Sectors Within AI, he sees copper companies like Freeport-McMoRan (FCX) and energy companies benefitting directly as they physically create and power… Read more »
The American Exceptionalism trade is here to stay. Lean into best of breed companies. Betting Big on Big Tech Alec Young joins Charles Payne on FOX Business to discuss the Mag7 and why you should be betting big on American Tech stocks. He shares MoneyFlows’ 3 top stock picks. Read more »
Chief Investment Strategist Alec Young discusses Big Tech on Schwab Network; he shares why you should buy the dip in mega cap Tech stocks. “Yields consistently above 4.5% equate to equity volatility”, says Alec. He shares the correlation between sharp upticks in yields leading to a “shock to the system” for stocks. Volatile “Upward Spiral”… Read more »
Alec Young compares the current situation to the “peak of Covid” and speculates on whether the Fed will cut rates in today’s interview with Schwab Network. Tariff Proofing Your Portfolio He also shares insights from today’s macro piece: How to Tariff Proof Your Portfolio in 2025. Read more »
“The bottom line is the market does not like taking Trump at face value, because he is too mercurial,” our Chief Investment Strategist, Alec Young, shares with Bob Pisani of CNBC. “I don’t think Trump wants to crash the global economy.” Markets Starting to Price in Lower Earnings Estimates from Tariffs, Uncertain Growth Read more »
Our chief investment strategist, Alec Young, joins BNN Bloomberg to share strategies on how investors can make gains amid economic uncertainty. Economic Uncertainty is a Buy Signal Read more »
Alec Young, our Chief Investment Strategist, discusses what’s next for NVIDIA and AI stocks following the market disruption caused by DeepSeek yesterday, with Oliver Renick at Schwab Network. Why Higher Yields May Not Be Bad for Stocks And covers his latest Macro study on why high interest rates won’t kill the equity rally. Read more »
Stock valuations are high and that’s perfectly fine, says Alec Young, our Chief Investment Strategist. Assessing U.S. Equity Market Alec joins BNN Bloomberg to analyzes the U.S. stock market amidst high stock valuations. Read more »
Co-Founder Lucas Downey joins Schwab Network to discuss the U.S. Consumer ahead of Black Friday and Cyber Monday shopping days. WMT, WSM & Consumer Retail Ahead of Black Friday Here we discuss the popular K-shaped economy and ways to play that theme. Walmart (WMT) is working with the value-oriented consumer. Williams-Sonoma (WSM) is thriving with… Read more »