Market Insights & Analysis from Kramer Capital Research

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Beware of Falling Apple No Matter How Fast Service Revenue Grows

January 24, 2020

The market’s mood always revolves around Apple Inc. (NASDAQ:AAPL). Next week, we’ll see how well that mood holds up when we observe the corporate reality behind it. Apple CEO Tim Cook is an accounting genius. I will be shocked and a little horrified if the company misses detailed guidance when it reports its quarterly numbers […]

Amazon Just Lost Its Secret Weapon and Now the Stock Is Broken

January 10, 2020

Jeff Bezos had a spectacular decade. Amazon.com Inc. (NASDAQ: AMZN) soared 900 percent while the S&P 500 barely doubled. But more recently, the juggernaut has faltered. AMZN is only up 13 percent in the past year and is still 7 percent off its all-time peak. The market as a whole, meanwhile, has shifted into racing […]

When Larry Summers, Paul Gundlach and All Tthe Other Bears Get It Wrong

January 3, 2020

Nobody wants to follow a broken game plan. That’s why it’s worth reviewing the accuracy of your own market forecasts as well as everyone else’s predictions from time to time. And the start of a new year presents the perfect opportunity to calibrate our sense of where Wall Street is headed. I’m pleased to say […]

Why Robert Shiller Can’t Figure Out This Rally

December 27, 2019

Part of what won Yale University economist Robert Shiller a Nobel Prize was his 2005 warning that the housing market was getting unsustainably overheated. Since then, people have come to him to tell the bulls that they’ve gone too far. That’s why his recent admission that this record-breaking year on Wall Street is built on […]

Look No Further for The New FANG than Today’s Update

December 20, 2019

Big Tech has gotten so huge that all it takes is a few Silicon Valley giants nudging into trillion-dollar territory to keep the S&P 500 on its record-breaking trajectory. If you haven’t updated your portfolio since 2015, that’s great news. We have plenty of great news to share with you today. Apple Inc. (NASDAQ:AAPL) is […]

Trade Truce Doesn’t Make China Stocks a Buy

December 13, 2019

After months of negotiations and setbacks, an initial trade deal with China is close. That’s good news. When it happens, I’ll cheer. But even if there’s a breakthrough this weekend, it probably won’t play out the way a lot of investors hope. The concessions both sides are willing to make simply don’t add up to […]

Dig Beneath the Uber Debacle and IPOs Still Have the Edge

December 6, 2019

If you think Wall Street’s newest and most dynamic stocks have had a bad year, I forgive you. For every Uber Technologies Inc. (NYSE:UBER) that forced pre-IPO (initial public offering) investors to write down their holdings, there has been a winner making money behind the headlines. After 148 public offerings over the last 49 weeks, […]

Ignore Icahn: Shark Tank Investors Have Mergers On Their Minds

November 29, 2019

Carl Icahn made his fortune cutting up perfectly good companies like TWA, U.S. Steel and even eBay. Now he’s bet $400 million that the entire U.S. mall retail channel is ready for the corporate scrap heap. I think he’s wrong on the mall strategy. While I laid out the logic in last week’s Millionaire Maker […]

What JPMorgan, Morgan Stanley and All Bear Banks Got Wrong

November 22, 2019

Here we are with a handful of trading days left in 2019 and it’s obvious by now that nearly all the high-powered strategists on Wall Street missed the boat on one of the biggest rallies in recent memory. According to JPMorgan, the S&P 500 is poised to fall at least 3 percent by the end […]

The Streaming Wars Have One Clear Winner

November 15, 2019

This wasn’t a great week for several cult favorite stocks. I’ll discuss a few of them in the Cannabis Corner but first, we need to talk about why Netflix Inc. (NASDAQ:NFLX) spent so much of this week on the defensive. Part of the reason is that the Walt Disney Company (NYSE:DIS) launched its streaming video channel, […]

Which company will become “The Apple of Robotics”?
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GameChanger Investing

Which business will transform the world of artificial intelligence and bring investors life-changing profits? Hilary Kramer knows. She reveals the name of this company – “The Apple of Robotics” – and much more in her blockbuster new book, GameChanger Investing: How to Profit from Tomorrow’s Billion-Dollar Trends.

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