Stock Markets Analysis & Opinion

Since the end of the “Yen Carry Trade” correction in August, bullish positioning has returned with a vengeance, yet two key risks face investors as September begins. While bullish positioning and...

Stock indexes may have rallied higher since bottoming in August. But, some stocks have fallen behind, and are looking to catch up. We'll take a look at some solid, potentially undervalued stocks...

September historically poses challenges for the stock market, with the S&P 500 often undergoing correction. The poor performance during this period can be because of psychological and economic...

Millions of humanoid robots, those that look and move like humans, could become regular fixtures in factories and homes, bringing down manufacturing costs, eliminating dreary and dangerous work, and...

Much like exposure to the biotech sector, space stocks are fraught with risk. Although the Earth’s orbit is peppered with ~7,500 active satellites, the launch of each rocket can fail, on top of its...

For nearly a century, September has cast a shadow over Wall Street, earning a reputation as the stock market’s worst-performing month. This phenomenon, dubbed the “September Effect,” has intrigued...

Franklin Resources (NYSE:BEN), a prominent player in the asset management industry, has faced significant challenges in recent years despite its deep value appeal. Known for its flagship brand,...

Just a week ago, I wrote to you about the dangers of investing in a tired investor go-to called the 60/40 portfolio. You know the one—the so-called “rule” that you should invest 60% of your holdings...

Warren Buffett has significantly reshuffled his portfolio. However, Apple still remains his top holding. In this piece, we'll take a look at 2 stocks that are in an uptrend with room for more gains...

Indexes ended last Friday's session on a strong note, setting the stage for a promising start to the post-Labor Day week. The S&P 500 stands out among the indexes, reclaiming the ground lost...

Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024 and 2025, note how the expected tech sector growth rates are...

Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as of 8/31/24): JP Morgan Income Fund (JPMIX), YTD return +6.09% Microsoft...

It could have been Wilfred Frost, or it could have been another CNBC interviewer this morning (Friday, August 30 ’24), but some anchor at CNBC had Tom Lee on after the market opened and asked him...

Each week (sometimes more often) I write notes for the various producers in the media. For this long weekend, I am offering them to you as food for thought. In the overall macro theme, I am sticking...