Archive
Did You Sleep Through the Retail Recovery?
The COVID-19 pandemic was supposed to deliver the final deathblow to the American mall and trigger shockwaves across the commercial real estate landscape. That apparently didn’t happen. And for a lot of investors who’ve gotten out of the habit of checking the government’s economic data, the persistence, and even vibrancy, of the retail universe is […]
Real Talk: Would You Rather Buy Stocks Right Now or Bonds?
We talk a lot about stocks here, but asset class allocation is always in the background for every investor who wants to remain open and responsive to the market’s moods. It is always a matter of matching perceived risk to potential returns. When it looks like stocks are approaching a near-term ceiling, we stop buying […]
Should Apple Split or Start Splitting Up?
Apple Inc. (NASDAQ:AAPL) is always at its best when CEO Tim Cook can deliver tangible progress, instead of manufacturing the illusion that the biggest company in U.S. history is still as dynamic as ever. Many of us on Wall Street were braced to see Cook report a slight year-over-year sales decline in the face of […]
Why Big Tech Is Neither Broken Nor A Big Buy Now
This has not been a great week for day traders whose only guideline is that the biggest stocks on the NASDAQ always go up. Big Tech has become a surprisingly big drag on the market. With Microsoft Corp. (NASDAQ:MSFT), Intel Corp. (NASDAQ:INTC), Tesla Inc. (NASDAQ:TSLA) and Netflix Inc. (NASDAQ:NFLX) selling off, a stunning $276 billion […]
Four Hot Stocks Powered By More Than Hot Money
The Fed has pumped $3.1 trillion into financial markets over the past year, driving many on Wall Street to worry that stock prices have swelled to unjustified and unsupportable levels. It’s true that easy money, coupled with a fragile post-quarantine economy, makes the S&P 500, in particular, look precarious at 22X earnings. After all, profit […]
The Recovery Is More Than Day Traders Trading Hot Tech
People who think the economy lurched to a halt when the coronavirus hit are having a mighty hard time explaining why the S&P 500 is down only 2% so far this year, while the NASDAQ is hitting records. After all, this isn’t how markets normally behave, right? Corporate profits are on track to drop 25% […]
Balance Is Crucial as Wall Street’s Stormy Season Continues
We just closed the books on the best quarter in decades, with the Dow Jones Industrial Average surging 17% and the S&P 500 soaring 20% over the past three months. But I’m not hearing a lot of cheering. While the numbers look great on the surface, anyone who wades out more than a few steps […]
Big Banks Are Straining, But Will Shareholders Survive?
The status of the big banks led me to think about the famous opening phrase of the Charles Dickens novel, A Tale of Two Cities, “It was the best of times, it was the worst of times,” as we face the risks of a pandemic economy. This week, Wall Street focused on big banks, which […]
COVID-19 Crash or Market Smash? Sentiment Favors the Giants
There is a lot of debate on Wall Street right now about whether this is truly the worst of times or whether the transition to post-pandemic greatness is already underway. The bears argue, quite rightly, that it’s hard for stocks to credibly break a lot of records when the economy is still trying to shake […]
Blame the Fed For Wall Street’s Stumble
Remember 48 hours ago, when everything looked great in the market and self-proclaimed “experts” were telling you that we were on a non-stop ride back to record-breaking rally territory? Now those same commentators are reeling and a little stunned after one of the steepest one-day declines in Wall Street’s history. They’re desperate for someone to […]
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