The Bears Are Set to Clean Up in This Sector
I love saving money as much as the next guy, but sometimes “discount” is not synonymous with “bargain.” That’s especially true of stocks. We’ve seen interest rates come down a bit over the last few weeks, which naturally has the talking heads talking up things like homebuilders, real estate, and real estate investment trusts (REITs)…
When Bad News Isn’t: 10 Great Stocks In Two Sectors
Over the past few weeks, we’ve looked into disparate corners of the economy and come to the conclusion that… It’s complicated. There are signs of trouble ahead, like economic slowdown and resurgent inflation, but also signs of strength, like healthy demand - at least in some places. Today we’re going to look at two mixed…
The Data Says We Should Trade Right Here
It doesn’t grab the same headline space as inflation or jobs, but manufacturing’s still a really important economic indicator with the juice to move stocks over the medium- and long-term. Some of the most important data we get from this sector comes from players in the New York and Philadelphia regions - they’re still American…
Inflation Is Back - Here’s How to Play It
The market reaction was fairly muted, but the data’s there to see: According to CPI and PPI, inflation’s heating back up. Fed Chairman Powell’s relatively hawkish Congressional testimony this week indicated the central bank is still concerned with it. But hey, even if you don’t trust the data - or Powell, for that matter -…
The Charts Say We’re On the Edge of a Move
The S&P 500 is in a funny place right now. On the chart I’ll show you in a second, it appears the market’s ready to make a breakout… or drop… by about 5%. I won’t claim to have a crystal ball; it could go either way. That means we need to find a setup that’ll…
How We Can Trade on GDP
Gross domestic product is the single broadest, cleanest measure of the health and growth of the economy. The number we got today missed the forecast and came in significantly worse than the previous quarter, to boot. How big was the miss? Big - 3.1% during the previous quarter down to 2.3% today. But, there’s a…
These Are the Market’s Best Income Plays Right Now
Plenty of traders and investors, particularly new ones, tend to want to avoid the bond market, with its emphasis on debt, not equity, and its sensitivity to interest rates. That’s understandable, but bonds are easier - and, with the income they bring - more lucrative than you might think. What’s more, you don’t even need…
Here’s How to Play the “Big Bounce”
Some weeks, you see it all… and this is one of those weeks. What had been a tape on life support roared back - violently - the second traders perceived inflation was cooling off. (Whether that perception is accurate… well, that’s a different story.) Bonds have staged a recovery, as well, which means savvy folks…
Two Metals Can Tell Us If Growth Is Making a Comeback
Growth: Every country wants it, and governments and their planners will crawl over broken glass to get it. Here in the United States, growth has been so-so, well below 3% in 2024, though it’s strong compared to many other big economies. As we’ve been talking about recently, we can look at the behavior of assets…
Get Your 2025 Trading Started Right With These
I’m a technical trading guy - there’s no better way, in the moment, to get the full picture to know when to pull the trigger on a trade - or the ripcord. Technical analysis is the way to understand price action in the short term. But you can’t ignore fundamentals, the forces that dictate, more…