The Fed finally did it. They cut interest rates. Our equity stance is summed up as follows: R.I.P. Bears! So often, traders overcomplicate stock market price action. You can see it all over the media with recaps of yesterday’s wild ride. Major indices were up triple digits during the Fed presser… then they finished the… Read more »
The time has finally come. A new macro chapter is unfolding. Rate cuts are imminent, buy small- and mid-cap stocks now. The September doldrums came right on time with all market-cap flavors taking a beating. As I write this, the S&P 500 dropped 2.5% in September and the S&P Mid Cap 400 has dropped 4.7%…. Read more »
Stocks have had a great year. But recent market volatility has gotten investors spooked. Traders are worried about 2 potential market headwinds: the path of Interest rate cuts and election uncertainty. Today, we’ll debunk Wall Street’s latest economic and election worries. We’ll highlight why the pace of rate cuts matters and the 2 sectors to… Read more »
When it comes to the state of the markets, Alec says the latest stream of economic data shows signs of a “mid-cycle slowdown.” What does that mean for your portfolio? Overcoming Investment Fears Surrounding Ecodata and the Election Alec Young, our Chief Investment Strategist, joins Oliver Renick on Schwab Network. Read more »
Most believe equities have gone nowhere the last 2 months. On one hand that’s true. On the other, there’s a monumental money shift into dividend growth stocks. As I’ve said many times before, money rarely leaves the market – it rotates. And right now, we’re witnessing one of the largest rotations in recent memory. Over… Read more »
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If you’re only focused on Tech stocks right now, you’re missing out. A massive rotation that began months ago is in full force. Interest rates are falling. And that makes a bullish case to own real estate stocks into yearend. One of my favorite write-ups this year signaled a monster reversion trade was coming. If… Read more »
Think the market’s done going higher? Think again. There’s more pain coming for the bears. Today, we’ll make the data-driven case of how the S&P 500 can reach 5900 by yearend. Here’s the reality, stocks have an incredibly strong setup on the macro front: These few facts alone are a powerful cocktail to keep the… Read more »
On the heels of a scorching 38% rally off last October’s low, the S&P 500 has hit turbulence since peaking in mid-July. The large cap index notched a quick 9.7% correction while the NASDAQ 100 suffered a deeper 16% peak- to-trough decline. Today, we’ll make the data-driven case for why we’re buying the dip, and… Read more »
It isn’t often that investors rush for the exits all at once. But when they do, grab stocks with both hands. August’s ETF liquidations signal epic gains ahead. Investors often look for catalysts before buying stocks. Maybe it’s a positive earnings call or some hot new gadget with explosive growth potential. On the macro side… Read more »