Semiconductor Index Reaches Multi-Month Highs; 6000 Next?
Investors can find and invest in leadership in any sector. However, one sector that has been a sign of broad leadership and market risk...
Will Stagnant Economy Impact Key Stock Market ETFs?
Given how difficult it remains discerning between disinflation and stagflation, Friday’s economic status and price action did little to clarify definitively.
To sum up:
Disinflation or...
Is The U.S. Economy Facing Stagflation Or Disinflation?
Given how loosely all the title terms are used, let’s start with the definitions of each.
1. Disinflation
Definition: A slowdown in the rate of inflation—prices are...
Will Strong Dividend-Increase Trends Continue Amid Macro Uncertainty?
The Fed’s on hold, Middle East turmoil persists, and economic conditions at home may turn worrisome
Companies also voice concern, but their actions appear to...
Are Long-Dated Treasury Bonds A Place For Safety?
A war in the Middle East can have significant and multifaceted impacts on the United States.
Typically, oil and gas would have the biggest impact...
Energy Sector Is Proving All Hands Are On Deck!
Even before the Israeli/Iran crisis, crude oil was on our radar and in our portfolio over $62 a barrel.
Shale oil supply could be peaking....
String of Hot IPOs Could Spark Dealmaking
Wall Street mega-mergers have not hit the tape as the second quarter comes to a close
Animal spirits have been kept at bay, but there...
Agricultural Commodity ETF (DBA): Where’s the Deflation in This?
On Sunday, I wrote the playbook for the Economic Modern Family
Watch the Retail Sector (XRT)- a failure of those key levels, spells more trouble...
Key Stock Market ETFs Battling 50-Week Moving Average
By now, I hope you listened to the 36-minute interview I did early last week with Maggie Lake.
In case, link to the interview.
“ all hands...
Financial Sector (XLF) Rallying Into Price Resistance Targets
The stock market continues to show its resilience in the face of several moving parts.
And A LOT of domestic and global geopolitical noise.
The S&P...
