2024 stunned just about everyone. In rare fashion, the S&P 500 is set to post a total return of over 25% for the second year in a row. But before we discuss the future, it’s important to step back. Two years ago, we were bold to suggest stocks can be a good bet in 2023…. Read more »
When all hope is lost, we yell to buy stocks. When all hope is found, we enjoy the ride. 2025 is set to be a stock picker’s market. One of my all-time favorite investor quotes came from The Oracle of Omaha, Warren Buffett. Beware the investment activity that produces applause; the great moves are usually… 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 »
It’s been a wonderful year. If you’re sitting around the table with healthy friends and family, that’s all that matters. If your portfolio is at highs, even better. Here are 5 thankful MAPsignals calls in 2024. I love to look back and see what transpired throughout the year. It helps us reflect on where we… Read more »
Every now and then, a stat jumps off the screen. While major indices climb to new highs, certain areas are being liquidated. One group in particular triggered extreme outflows. The great news is this oversold signal is undefeated. Consider this. Going back thousands of years, humans have gazed at the sky in search of answers…. Read more »
The GOP’s surprise sweep has pushed an already epic market rally into overdrive. The S&P 500 is up a scorching 24% YTD. That’s on top of last year’s impressive 24.2% ramp. Should investors blindly buy all stocks? Not particularly. The Trump 2.0 macro-outlook favors small- and mid-caps. Now, you may be wondering why investors are… Read more »
Alec Young looks at bond auctions and credit spreads to get an idea of risk appetite. He also discusses SMID stocks, inflation data, and what Trump 2.0 means for the market on Schwab Network. Looking for Value in Market Froth He notes that a lot of expensive stocks are still running up, including Palantir (PLTR),… Read more »
The equity seas are shifting. A new wave of leadership has gripped the market. The Trump 2.0 rally is only just starting. Most would agree, it’s an exciting time to be an investor. Forgotten sleeper stocks, like PayPal (PYPL), Shopify (SHOP), Carvana (CVNA) and Palantir (PLTR) have suddenly sprung to life recently (Disclosure: I own… Read more »
The verdict is in. The GOP won across the board. Here’s your 2024 post-election playbook. Heading into the election, our data signaled volatility risk into and after the vote. This was based on historical studies grounded in data. We now believe a less cautious stance is warranted. And 2 long-standing areas of focus for us… Read more »