Archive
American Consumers Are Stronger Than Wall Street Thinks
For weeks, stocks have been floating on the Fed’s promise of unlimited liquidity in the face of the COVID-19 crisis. The fuel for that optimism comes from the flow of big bailout cash. And as that money circulates, U.S. households keep paying the bills even when large parts of the country remain economically locked down. […]
Shield Your REIT Portfolio From Zombie Yields
With the U.S. unemployment rate soaring to 14.7% in April, the fight to reopen the economy and get cash flowing again has become more urgent than ever. Businesses that shut down in March have now missed two rent payments. While this month looks a little brighter, June will still be tough for many tenants and […]
A Health Crisis Makes Health Stocks Uniquely Crash Resistant
This week saw the continuation of the pattern we’ve seen throughout April, with stocks gradually digesting truly horrific economic data as the COVID-19 crisis unfolds. The economic data remains nebulous. We’ve seen 22 million people laid off and early indications of a 12% decline in gross domestic product (GDP) in the current quarter. But at […]
The ‘Market Crash’ Was Only a Correction for These Key Stocks
It has been a historic season for Wall Street. Even after the most thrilling rebound in history, the S&P 500 is barely out of bear market territory and is down 18% from its Feb. 19 peak. Half of all stocks are still down 30% or more year to date (YTD). For index fund investors, it […]
The Miracle Stock Lost In the Restaurant Apocalypse
We’ve been bracing for weeks to gauge the impact of the COVID-19 outbreak on the way we eat. The numbers are finally coming in, and the National Restaurant Association is indicating 3 million jobs have been cut from its members’ payrolls since March 1. At least half of all establishments will lay off more people […]
COVID Can Crash Markets, but Supermarket Stocks Survive
Wall Street has finally calmed down a little in the last few days as lenders relax repayment rules on what could soon become millions of newly unemployed workers. Volatility has finally receded. I suspect that this is only the calm between the storms, or the eye of the coronavirus hurricane if you prefer. The S&P […]
Shock and Awe: The Fed Won’t Let the Market Crash
This has been a week of extremes. A lot of people are obsessing over superlatives: worst week since 2008, worst day since 1987 and so on. For them, it feels like the end of the world. I disagree. I lived through Black Monday in 1987 and went on to have a great career as a […]
If This Is All about the Virus, Why Aren’t Chinese Stocks Crashing?
The S&P 500 is once again in correction territory now that California has declared an emergency and the coronavirus has spread to 19 U.S. states. I don’t want to say the fear is overdone, but it will be temporary. For confirmation, we don’t need to look beyond China, where the disease was first identified and […]
From Tesla to Virgin Galactic, a Few Hot Stocks Don’t Make a Market Crash
Remember when Elon Musk said he was fielding offers to take Tesla Inc. (NASDAQ:TSLA) private at $420, and everyone laughed? Here, the stock is at $900 and only the short sellers are crying. And it isn’t alone. Virgin Galactic Holdings Inc. (NYSE:SPCE) was dead money last year. Now it has tripled in value since Dec. […]
Biotech After The Coronavirus Outbreak: Real Boom Or Bounce?
If the world is ending, nobody told Wall Street. Stocks are once again in sight of record territory. It’s business as usual. But take even a brief look at who’s leading the rally and it’s clear that investors have outbreaks on their minds. A healthy 26 stocks have soared 80 percent or more over the […]
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