Inflation headwinds could increase as we head into the end of the year, weighing on investor sentiment. But the price growth picture could turn the corner in the early part of 2024, improving the outlook for stocks and bonds…
The inflation outlook for Europe, England, and Japan is much worse than in the U.S. That means all those other central banks need to follow the Federal Reserve’s example and raise interest rates much more aggressively. So, we’re highlighting a way to capitalize on the coming dollar weakness.
Announcing a weekly market insider video by world-class macro analyst, Scott Garliss! In today’s video, Scott discusses the profit potential and underlying dynamics in the new home market: What’s Next: Since we first identified this ETF as a way to invest in homebuilding, it’s rallied over 21% on a total-return basis (dividends reinvested). And our favorite single-stock idea for
Federal Reserve policymakers have signaled they could raise interest rates when they meet on July 25-26. Short sellers are wagering more rate hikes will hurt retailers like Dollar General. So, we want to use an income-generating strategy to lower our cost base and increase our return potential.
The bond we’ll introduce today is trading at a 16% discount to par. The parent company was extremely profitable until the pandemic derailed its business. Now, three years removed from the pandemic, the company is turning a corner and on its way to becoming extremely profitable once again.
Every spring I hear the talking heads in the financial media utter the same phrase… Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it’s some of the worst advice ever.
CNBC is hyping impending economic doom. All the negativity has caused everyday investors to seek the safety of money-market funds, pushing those assets to a new record. When all that cash starts chasing stock market returns, the S&P 500 is going to see an even bigger rally.
Business sentiment in Germany has worsened considerably. Inflation is weighing on demand. Weakness in the manufacturing sector is now spilling over to the services sector. The erosion in German economic confidence points to bigger problems for Europe.
Corporate bankruptcies are running at their highest rate since 2010, the year after the Great Recession. As defaults rise, investors will likely become more cautious about taking credit risk and it should become easier to find attractive values in lower-quality bonds.
Money managers are seeing technology stocks shoot higher on bets that Artificial Intelligence (AI) is going to change the landscape for every business. They must find the money to invest through the sale of other assets, creating a value opportunity in the discount retail sector.