Archive
When Wall Street Wants Noise, Seek the Signal
Looking at the Dow Jones Industrial Average and its component stocks, you’d be forgiven for thinking something happened this week to trigger a market crash. Caterpillar Inc. (NYSE:CAT) and Dow Inc. (NYSE:DOW) have fallen hard. Also hit have been Citigroup Inc. (NYSE:C), JPMorgan Chase & Co. (NYSE:JPM), Walgreens Boots Alliance Inc. (NYSE:WBA), and the list […]
What to Do When an Unstoppable Market Hits a Wall of Worry?
Many investors may be wondering “What to Do When an Unstoppable Market Hits a Wall of Worry?” We’d all have a smoother market ride and probably capture better lifetime outcomes if every investor could digest just one bullet point from my MoneyShow seminar this morning. Think back to all the shocks we have weathered during […]
The ‘Good Enough’ Recovery: Short-Term Stall, Long-Term Progress
On the surface, the market has everything it needs to be afraid of the future. Economic progress is slowing. Inflation is elevated and taxes probably will go up. Add it all up and you have a recipe for malaise, if not outright misery. So, why did Wall Street cheer this morning’s announcement that the job […]
Dig Deeper for The Hottest Sector’s Top Stocks
We talked a little last week about the post-pandemic sector map and how Big Tech needs time to refresh, while brick-and-mortar stocks risk getting ahead of themselves. Now, let’s focus on an area of the market that deserves to lead Wall Street from here. The COVID-19 outbreak was only a fleeting interruption for materials-producing companies. […]
How Tech Stocks Lost Their COVID-19 Crown
When circumstances on Wall Street don’t line up with expectations, a lot of garbled stories emerge. That’s what’s going on right now to explain why technology-rich portfolios are down anywhere from 5% to 35% from their peaks while the S&P 500 hits record after record. After all, technology stocks like Apple Inc. (NASDAQ:AAPL) and Microsoft […]
Not A Crash, Just A ‘Hot Money Correction’
While every day on Wall Street is impossible to predict, professional investors soon learn to trust certain statistical rules of thumb. That’s worth remembering as we watch the post-pandemic market twist. When the market greets an economic speed bump with cheers, sentiment has drifted a long way from the usual fundamentals. And the rules of […]
No Need To ‘Sell in May’ This Year, But Feel Free to Step Away
Every year, the television networks want to know if we’re selling in May and then going away until the summer is over. It’s a trick question. Yes, summer was historically a slow season on Wall Street and, yes, the market looks especially unlikely to provide an attractive risk-adjusted return in the next few months. But […]
Will Taxes and Inflation Kill the Bull Market In The Cradle?
After a brief lull, Wall Street’s mood is once again swinging between extremes. I think the bulls still have the upper hand, but the margin of error is getting thinner day by day. There’s a lot of talk about rolling corporate income tax rates back up and even raising the highest capital gains tax to […]
Don’t Fight Trillions of Dollars with Wall Street Only Having One Thing to Fear
You’re probably familiar with the observation that the market can remain irrational longer than you can remain solvent. Watching money pour into stocks month after month, we all feel the brush of the “irrational” now and then. Even according to optimistic measures, the S&P 500 currently is valued at 22.5X forward earnings projections somewhere between […]
Is Wall Street Heading Over a Cliff? It Could Be Time for a Gut Check
Is Wall Street heading over a cliff? Maybe not, but it could be time for investors to take a gut check. Bear markets are easy to analyze, while bona fide bull markets are only a little more complicated. But for most investors, the real test of patience comes when stocks move sideways, without much clear […]
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