The indexes are near all-time highs in what is now the oldest bull market and recovery in history. And risks are mounting. There’s the trade war with China, the sputtering global economy, weaker growth at home and impeachment. The market is really struggling muster...
Read More
October is a historically ominous month for stocks. After all, it is the month of the 1929 stock market crash and the 1987 crash. After a rough May and August we step into the mother of all jinxed months with a terrible start.
Read More
Profit from the American Energy Export Boom
One of the constants in life is change. The winds of change seem to swoop in and disrupt things we mistakenly consider permanent. Understanding exactly when and where such events occur is crucial to successful investing.
One such change...
Read More
It’s one of those special days in the market where the Fed will make a highly anticipated decision on interest rates. It is widely expected that the Central Bank will cut the Fed Funds rate by 0.25%.
Read More
Term preferred stocks and baby bonds offer some of the best fixed-rate bonds to buy on today's market. And right now, four of them stand out.
Read More
The overall market appears to be largely pricing in a continued trade war with China and a slowing global economy. It’s also pricing in a rate cut this month and more to follow. The indexes appear to want to forge higher provided trade don’t...
Read More
The economy is still solid and the market isn’t overpriced in this low interest rate world. The S&P 500 is only 2% higher than it was in January of 2018, 20 months ago. The stock market is still the best place to be. spikes...
Read More
Defense is the Best Offer
Here we are in the tenth year of an economic recovery and bull market. All recoveries end in recession and all bull markets end in bear markets. Both have already well exceeded the average historical life spans. In fact, is...
Read More
The market seems to be rebounding and stabilizing after a tumultuous couple of weeks. The escalation of trade tensions, a sputtering global economy and talk of the next recession spooked investors. But as fear wanes investors realize that money has no place else go...
Read More
This week is a still familiar story in the portfolio, with defensive stocks thriving and moving still higher.
Read More
The market has undergone a radical personality transformation since I released the July issue last week. I’m not hitting the panic button, yet. But it is certainly a situation I will closely monitor.
Read More
The Dog Days of Summer
We are in the dog days of summer, the hottest, most sultry days of the year. The expression “dog days” is an old one. In fact, it’s really old. The Romans used it.
It’s one of those expressions that everyone but...
Read More
It’s the middle of the summer swoon. But there’s a lot going on in the market, namely earnings. Overall, this earnings season is shaping up to be positive but uninspired.
Read More
Things look pretty darn good. The S&P 500 has broken the 3000 level for the first time ever and is within a whisker of its all-time high. The index is up over 9% since the beginning of June and 20% so far in 2019.
Read More
The market is at new all-time highs. If there’s more bad news, it could go a lot higher. The biggest risk to the market right now is stronger-than-expected second-quarter GDP growth.
Read More
The S&P 500 is at new all time highs as I write this. We have a market that wants to go higher, but it just keeps getting interrupted with negative headlines. It seems like we can’t get through a week without bad trade or...
Read More
TABLE OF CONTENTS
This Month's Featured Buy: Valero Energy (VLO) | Portfolio At A Glance | Portfolio Updates | Changes Since Last Week’s Update: AbbVie (ABBV) Buy to Hold, McCormick & Co. (MKC) Hold to Sell Half | Dividend Calendar | The Rate Cut Cautious...
Read More
The FOMC is meeting this week and investors can hardly contain their euphoric bliss. In-the-know pundits are already factoring in a rate cut next month and more before the end of the year. The market rallied strongly yesterday as it salivated over prospect.
...
Read More
The market found its mojo after the Fed vaguely insinuated that it could conceivably consider cutting rates before the end of the year. But it looks like the momentum is gone.
Read More
Amidst the uncertainty investors are gravitating toward dividend stocks. You’re in the right place at the right time.
Read More