“Nothing is Cheap Anymore”
Every Friday, a bunch of families in my neighborhood gather at a local park to have pizza, drink some beer, and let our kids run around.
It’s a great way to unwind after the week, and the kids usually sleep well Friday...
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The bull market that began in March 2020 rolls on, and the good news is that growth stocks are now looking stronger, as hopes for rapid growth outweigh fears of inflation.
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The Big Idea
I’m not the biggest pop culture guy out there. But I do have an affinity for certain movies, shows and sports teams that have struck a chord, or played a special role in my life.
This is likely true for everybody out to...
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The bull market that began in March 2020 remains in effect, and our policy of investing in a balanced portfolio of stocks chosen using a variety of investing systems continues to work.
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The bull market that began in March 2020 remains in effect, though showing signs of age.
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Growth stocks continue to struggle, and thus overall, I think It’s wise to lean toward larger value-oriented stocks.
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This may just go down on record as one of the worst earnings seasons ever for growth stocks. Two weeks ago, things were “fine.” Since May began, not. Inflation is the bogeyman spooking investors and his shadow has crept out from below desks up...
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Pent-Up Demand
I recently stumbled upon the below chart showing that savings rates in 2020 were 50% to 500% higher than the previous 20 years.
What is the takeaway? There is plenty of pent-up demand around the world. In other words, people have money burning hole...
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With the Dow hitting another new high but the growth-focused Nasdaq Composite still unable to get above its February peak, we remain in a bull market that is challenging for growth investors; in fact, many recent great earnings reports have been met with instead...
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Yesterday was a bloodbath for growth stocks as concerns of rising rates and high valuations continue to put pressure on these types of stocks. Earnings season has also been a disaster for many growth stocks as “sell the news” has been the trend. of...
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The Big Idea
It should come as no surprise that streaming is a huge trend.
Netflix, Amazon, Hulu and Disney+ have enjoyed massive success, so much so that everybody else has realized they need a streaming presence and are entering the market too. We see Peacock,...
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The market has been a little iffy over the last five or so sessions. This action, coming on the back of great earnings from mega cap tech stocks last week, but not great reactions, suggests a more conservative stance is appropriate right now some...
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With the S&P 500 and Nasdaq Composite hitting new highs just last week, there’s no question that we remain in a bull market, and thus there’s no question that we should remain heavily invested.
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The bull market is alive and well, though divergences and rotation continue to add a challenge to the process of identifying the market’s leaders.
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It is a stink fest out there in the market today and Fisker (FSR) has looked like a hot pile of garbage for weeks. But today we see another big bank jumping in with a buy rating. Bank of America says FSR is worth 30.
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The bull market rolls on—but it’s not a perfect bull market. In fact, it’s showing signs of age, with divergences and rotations that alternately reward and retard various sectors from time to time.
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The market has hit an air pocket over the last few sessions and SPAC IPOs have been particularly soft for a few weeks now. Today we’re taking partial gains in a few positions and cutting losses short in another.
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We’ve seen a big improvement in the way many growth and early-stage stocks are acting over the last two weeks. Many of our stocks that sold off in March have been gaining some altitude back, and many of those that were acting well to...
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The leading indexes continue to hit record highs, telling us the bull market that began over a year ago, though it is showing some signs of age, remains intact.
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The bull market is still intact, but the signs of fraying that often emerge during long topping actions continue. Still, by focusing on the right stocks, we can do well.
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