In less than a week, the U.S. government could face a funding gap. Should investors worry? Let’s unpack the relationship between government shutdowns and stock market performance. Let’s face it. There’s always something to worry about with markets. Wars, interest rates, inflation and more have pressured investor psyche over the years. Back in April, pundits… Read more »
The long wait is over. The Federal Reserve lowered interest rates. Here’s how to make the most of it…get bullish on technology. When the Fed cuts rates, buy semiconductor stocks. It’s an amazing time to be an investor. Markets are at all-time highs, interest rates are coming down, and the economy is humming along. Few… Read more »
MoneyFlows co-founder, Lucas Downey, joins Diane King Hall on Schwab Network comparing the post-tariff rally to the post-Covid rally and highlights factors that can support the markets climb even higher. Watching Money Flows to Find Market Winners: STX, HUM & More He notes “non-stop inflows” into Seagate Technology (STX), and flows into healthcare companies like… Read more »
There are always spooky scare stories around. The noise always amplifies in the fall. Pundits are at it again. They’re spinning a tale about how a top-heavy market is somehow bearish. In fact, it’s the opposite. Extreme market concentration is a buy signal. Most popular bearish narratives have a kernel of truth to them and… Read more »
Being a bull has paid off. Stocks have seen one of the biggest risk-on rallies ever. In fact, an ultra-rare momentum signal just triggered. Since 1984, this undefeated buy signal has been a path to unthinkable rallies. 5 months ago, most research shops were terrified as tariffs sent equities plunging. Few saw a setup for… Read more »
September is seasonally bumpy. In fact, since 1990 it is the weakest month of the year with only 40% of Septembers since then finishing the month with positive returns. Should we stress over a potentially sloppy September? The answer, as always, lies in the data. Sloppy September? A quick look under the hood shows us… Read more »
One of the biggest talking points for investors is rising yields. Pundits say it’s a cause for concern. Just don’t buy into it. Today, we’ll demonstrate that equities thrive amidst rising rates. Equities have had a rough start in September. The S&P 500 kicked off the historically volatile month with a -.69% slide. Much of… Read more »
Late summer twists and turns keep investors on their toes. While pundits debate the merit of rate cuts, left behind smaller companies are thriving. Today we’ll discuss why 2 rare signals will power small-caps to all-time highs. It often makes sense to look back to see the future. One month ago we prepared you for… Read more »
Bears are finally having a moment. They deserve it, they’ve had a really tough few months. And there are plenty of them – bears outnumbered bulls by 16% in the mid-August AAII sentiment survey. I guess misery loves company. Hug a bear because today, we’re adding another positive to our stock market outlook – the… Read more »
Money rarely leaves markets. It rotates. We’ve seen a lot of this lately. Let’s visualize the August 2025 stock market rotation. There’s been a big change in equity behavior in August. Growth stocks have come under pressure while defensive areas thrive. Some will ascribe this bobbing and weaving to nervousness heading into Jackson Hole tomorrow…which… Read more »