The chances of a recession in the foreseeable future seems exceptionally unlikely. The domestic economy is booming: following last year’s estimated 5.2% growth, the economy is estimated to grow at a 3.3% pace this year. Any further Omicron-related deceleration appears more likely to a..
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People often overlook silver as a safe haven in volatile markets. But the best-performing silver stocks tend to rise faster than gold stocks.
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It continues to be a very bumpy ride for small-cap growth stocks, while those names with a slightly more value-oriented profile are providing a somewhat smoother ride. Big picture, there is no doubt the risk-off environment continues. The good news for more aggressive is...
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There is this widely held belief that January is a great month for investors. But I always throw cold water on this claim because the fact is, over the past 25 years, it’s been one of the worst months for stocks.
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A focus area for many income investors is dividend safety. Dividend Aristocrats as a group offer a high level of safety. Here are 3 to buy.
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Why I Love Micro Caps
Over the long term, investing in stocks has been a great decision as equities (no matter the market cap) have outperformed almost every asset class.
Historically, stocks have returned about 10% per year, an excellent result. But what if you to...
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The world has undergone a massive disruption over the last two years. Such events almost always create opportunity. The global pandemic hit the world like a meteor. The ensuing lockdowns crashed the economy overnight. And the end of those lockdowns revived the economy as...
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The U.S. stock market rebounded on Tuesday, following testimony from Chair Powell at his Senate confirmation hearing. Investors liked what he said, implying that the three anticipated quarter-point rate increases, which could start in March, would likely be enough to quell inflation (along a..
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The S&P 500 recorded 70 closing highs in 2021, according to S&P Global. That's the most for a single year since 1995.
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As we approach the final trading day of 2021, we see a market in a period of relative calm after what felt like a very volatile November and December, especially for those invested in individual stocks.
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Charlie Munger has been behind many of Warren Buffett's biggest successes. So when he says these are his 4 favorite stocks, it's worth noting.
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There are a few interesting trends in the market. One is that five of the biggest stocks in the S&P 500 account for more than half of the broad benchmark’s gain since April, according to analysts at Goldman Sachs.
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Big picture, the prominent topics of debate out there continue to be the potential economic impact of Omicron and the longer-term market/stock valuation/investor risk tolerance impact of a rate hike cycle (assuming the Fed can pull that off).
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According to market lore, an off-handed comment in a brief conversation between two Wall Street participants about a century ago dispensed perhaps the most valuable investing advice ever uttered. When asked what he thought stocks would do, the veteran John R. is said have...
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Despite sluggish performance of late, there are several reasons to own gold in 2022. Here are 3, and why it's always a good time to buy gold.
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The biggest thing happening is the change in fiscal stimulus and interest rate policy. Yesterday the Fed said it intends to accelerate the tapering process by reducing purchases by $30 billion a month (from $90 billion to $60 billion) starting in January. This half...
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It’s been a challenging week for growth investors as the stocks that climbed the fastest are getting hit the hardest, such as our Cloudflare (NET) position, despite still posting strong numbers. On the other hand, Oracle (ORCL), where expectations are more modest, jumped 89...
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Private equity, the polished-up name for venture capital and leveraged buyout funds, is white-hot. If every market cycle has its own Masters of the Universe (the 1990s had tech mutual funds, the 2000s had hedge funds), the past decade’s MOTU was clearly private equity.
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Despite another dip in the Nasdaq today higher growth stocks have mostly come up off of last week’s lows as early indications suggest the Omicron variant can be held at bay with vaccinations (especially booster shots).
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U.S.-listed stocks are again in the news. The SEC laid out rules last week requiring Chinese companies listed in the U.S. to face audits or risk delisting within three years.
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