Market Insights & Analysis from Kramer Capital Research

Market Insights, Analysis & News

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The FANG Isn’t Distorting Wall Street as Much as You Think

October 19, 2018

Big technology casts a vast lopsided shadow across the modern market. Counting gigantic Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) in with the famous “FANG” group of dot-com darlings, just six companies have swelled up to the point where they command a full 15 percent of all the money flowing through the entire S&P 500. For perspective, […]

Watch Your Back, Amazon: Sears Could’ve Eaten Your Lunch

October 12, 2018

Even in the best of times, the retail cycle is cruel. Margins are tight, discounts can tempt even the most loyal shoppers and chain after chain has destroyed itself grabbing more market share than it could profitably handle. In other words, defeat emerges from the jaws of victory with shocking regularity. The situation makes the […]

Working Longer, Trading Smarter: Longevity Stocks Change the Retirement Game

October 5, 2018

I was struck to hear that the average retirement age is “only” 62 and that’s when Millennials — benchmark driven as always — expect to quit working themselves. Leaving savings rates and 401(k) contributions aside, that’s an ambitious goal, because some of the very stocks that can best fund their golden years are also working […]

Wake-up Call on the Sector Map

September 28, 2018

For years, sector-based investors have struggled to achieve diversified exposure to telecom stocks, given the relatively small number of competitors left in that space after decades of aggressive consolidation. There wasn’t even any point in maintaining a sector fund if it was only going to own concentrated positions in AT&T (NYSE:T), Verizon (NYSE:VZ), Sprint (NYSE:S) and, for the […]

Nike and Other Brand Bubbles: Don’t Buy the Controversy

September 21, 2018

Wall Street is the most demanding audience companies like Nike (NYSE:NKE) will ever need to satisfy. Investors generally aren’t interested in the sneakers. They want to participate in the cash flow those products create. And when the executives decide to pander to the customers in ways that put that cash flow at risk, it makes […]

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After the Storm: Market Lessons for Hurricane Season

September 14, 2018

Last year’s tropical storms killed thousands of people, caused $280 billion in damage and left Wall Street numb as company after company warned that an aggregate $1 billion in profit had washed away between the flooding and the wider disruption. A lot of retail investors learned the wrong things from that summer. With Florence taking […]

Blog Post: Green Lights Through the Noise

July 12, 2018

Last week, all it took was an extra day to think. The Independence Day holiday created space for Wall Street to focus on the essentials. […]

Blog Post: A Zero-Sum Game

July 3, 2018

The first half of 2018 ended roughly where it started, with the broader market indices within 2% of breakeven after some wild action. […]

Blog Post: My Latest Market Thoughts

June 29, 2018

Last week was relatively quiet in terms of market-driven developments. […]

Blog Post: My Biotech Watch List

June 22, 2018

There is tremendous potential in smaller biotechs, but there’s also considerable risk. […]

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Hilary Kramer
Legendary Wall St. trader Hilary Kramer

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