Last week a hawkish Federal Reserve broadcasted a conflicting message to investors. Well, don’t be confused by the FedSpeak. Easy money is hear to stay. To be clear, easy money policies by the Federal Reserve is a key reason why the current bull market continues to surge higher with no end in sight. Regardless, for […]
Category: Equities
Sector Rotation Trade Heats Up
Reversal of February’s sector rotation trade heats up. Back in March of this year I highlighted the sector rotation trade unfolding in the equity markets. Of course, now the reverse is happening. Regardless, spotting sector rotation trades is an easy way to make money buying stocks. Although this may be true, spotting sector rotations early […]
Apple Stock Breakout
Today the Apple stock breakout (AAPL: NASDAQ) is hard to miss. Very rarely does a stock chart look as bullish as Apple’s does today. No doubt, most people have heard of Apple and know the company makes amazing products. Customer loyalty is undeniable. Better yet, customers will pay up for Apple products. Not to mention […]
Stocks Are Set To SOAR Because of Inflation
Stocks are set to soar because of inflation. It’s hard to not to notice the jump in consumer prices. Everything from groceries to gasoline costs more. But where’s the proof? We need data. Okay, not a problem. Let’s look at two factors: wages and debt. Wages Check out the Economic Policy Institute wage tracker. Here […]
Congress Gives U.S. Tech A Leg Up On China
Congress is scared stiff of China’s growing technological power. Indeed, this week Congress dropped the gloves so to speak. In fact, the Senate passed the U.S. Innovation and Competition Act. A massive bill pouring $200 billion plus on China’s ambition to dominate new technologies. Ultimately, the goal is to blunt China’s influence over 5G, quantum […]
Ultimate Investor Update – Ep. 9
It’s high time for a stock update. I’ve been so focused on the sector rotation trade and the crypto currency correction it slipped my mind to post an update. With this in mind, here are some of the headlines driving markets today. Last week Elon Musk trashed crypto currencies in a Tweet, but still thinks […]
Sector Rotation Alive And Well
Sector rotation trades tell me that the bull market is alive and well. Despite what Financial TV outlets like CNBC claim. Today, CNBC is trying to talk down the stock market and cool things off with coverage of Treasury Secretary Yellen’s comments. Sure enough, the big index etfs like SPY and QQQ are getting hammered. […]
Coinbase Stock Slides After Direct Listing
Coinbase stock (COIN – nasdaq) went public on April 14th at $250 per share. To little surprise, the price surged to $430 on its first day trading. Since then, it’s been a downhill slide. Savvy investors should seriously consider using the current weakness as a buying opportunity. Why? Well, Coinbase stock is the first crypto […]
Big Tech Keeps Banking Big Bucks
If you understand how money works, then it’s no surprise that big tech stocks keep moving higher. With attention to earnings it’s clear that Apple and Facebook might have a problem. To put it another way, they have to figure out what to do with all this money. Seriously, Apple’s market cap is $2.24 trillion […]
Ultimate Investor Update – Ep. 8
It’s been about a month since I last published an Ultimate Investor Update. Nevertheless, I’ve been stuck in a lockdown combined with March break in April. Yes, you read that correctly! Things are upside down around here. Surely, everyone has been affected one way or another by this pandemic. Moreover, a lot has happened since […]