On June 9, we recommended purchasing the shares of internet infrastructure giant Amazon (Nasdaq: AMZN), based on the growth of its cloud-computing business. And on June 27, we recommended purchasing the shares of homebuilder Skyline Champion (NYSE: SKY), due to the lack of existing home inventory and the rising demand for new homes. However, since
On May 17, we recommended purchasing the shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Fund (NYSE: ZROZ). At the time, we believed the Federal Reserve was almost finished raising interest rates. But since then, the central bank has increased the federal funds rates again, from 5.25% to 5.50%. Investors now expect that the central bank isn’t finished raising rates – and that’s pressuring the price of ZROZ shares.
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…
We understand why momentum investors are shorting bonds, but we don’t necessarily agree with their take. The Federal Reserve must be overly cautious, telegraphing that interest rates may have further to rise. But we believe the rate hike cycle is close to finished, if not already done. In July 1974, Federal Reserve Chairman Arthur Burns
On July 13, we recommended that subscribers sell the Dollar General (DG) August 18, 2023, expiration $170 calls (ticker: DG230818C00170000) at $4 or better, against our long recommendation in the common stock. The share price closed at $162.99 on August 18 (Friday). That’s below the $170 strike price – which means that the call option we recommended selling expired
The end of the rate hike cycle is a huge deal. Since 1980, the S&P 500 and Nasdaq Composite Indexes have averaged huge gains in the following 24 months. Our proprietary inflation index says the Fed doesn’t need to raise rates any more…
Last Wednesday, Fed Chairman Jerome Powell signaled that the rate hike cycle is close to done. He said the central bank has been able to slow inflation growth without cratering the economy. Money managers see Powell’s speech as an unofficial “no more rate hikes” announcement.
On June 27, we recommended shorting the shares of office property company Vornado Realty Trust (NYSE: VNO). We anticipated that the company’s exposure to the commercial real estate markets in New York, San Francisco, and Chicago would result in a decline in the share price.
In today’s video, Scott Garliss talks about the diverging economic dynamics in the U.S. and Europe, and how to profit. He’ll show you…
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.