After a nasty Spring swoon, stocks are on a roll. AI momentum has tech leading the charge, up 21.4% QTD – more than double the S&P 500’s 8.6% gain. Our May 5 call to Buy Mega Cap Tech Stocks is humming. But there’s a lot more to like about the “AI trade” than just… Read more »
The crowd is excited again. Growth stocks are at all-time highs. The latest development is the NASDAQ golden cross. Wall Street has a lot to cheer about. Many of the world’s most important companies are breaking out to all-time highs. Microsoft (MSFT), NVIDIA (NVDA), and Broadcom (AVGO) which lead the A.I. race, have soared to… Read more »
Stocks have gone nowhere in the last month. Much of this lackluster performance may be attributed to the Israeli conflict with Iran. Let’s unpack a Middle East war & stock market projections playbook. Geopolitical events are never fun to sit through. Whether it’s wars, debt downgrades, tariffs, or rate shocks – uncertainty is unsettling. And… Read more »
The unthinkable happened. 2 short months ago, stocks recorded record outflows. Fast forward to today, stocks are overbought. I’ve said it before, and I’ll say it again. Rarely does the crowd get rich together. It takes a data-driven action plan to create the courage to entertain unconventional ideas. And the fun isn’t over yet. My… Read more »
2025’s wild ride and trade tape bombs keep spooking investors. Many sold out just to witness Spring’s ricochet rally. It’s painful sitting on the sidelines…and given widespread defensive positioning, the bullish parade isn’t stopping. The pain trade is higher. Today we’ll highlight 3 bullish forces that will drive stocks to all-time highs. We’ll start by… 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 »
The crowd is finally in agreement. Investing in stocks is a great idea. This has the potential to ignite forced flows and a blowoff top. It’s simple. The biggest returns come from buying when the crowd is most fearful. At the market low on April 10th, I gave a presentation suggesting a breath-taking rally is… Read more »
Growth stocks are making highs daily. One of the greatest risk-on environments is unfolding before our eyes. You need to prepare for extreme overbought conditions. Today’s message is simple: Not only are new all-time highs coming for markets, the evidence points to a sustained rally ahead. Let’s rewind the tape. One month ago, I warned… Read more »
2025’s epic volatility is a great reminder of the importance of diversification. Adding gold to your portfolio gives you a smoother ride. Even after a recent 10% correction, gold is still up over 20% YTD, beating everything from bitcoin to large, mid and small cap stocks, international equities and bonds of all stripes. Gold’s big… Read more »
The epic rally stalled. Many are describing the setback as an elaborate unsolvable debt spiral. I think it’s simpler…and it all kicked off last Friday. Let’s unpack Moody’s USA credit downgrade and make evidence-based forward projections. On Friday, Moody’s downgraded the United States credit rating to Aa1 from Aaa, citing the one-notch downgrade…reflects the increase… Read more »