Wednesday, December 18, 2024
For 14 months in a row now, an obscure monthly report has been coming in higher than Wall Street expected. This unprecedented string of beats has infuriated the Fed… Pushed up stock markets… And sent ripples throughout the global economy. This Friday, July 7, early in the morning, the report comes out. And while Wall […]
I just pulled up a chart of the 10-year treasury yield and it’s showing a trend break that we haven’t seen since the 80s. That’s a 40-year trend now broken! It’s telling as it gives us a glimpse into what the future economic picture might look like in America. In my short 3-minute weekly video, […]
I always find the oil industry interesting… For instance, did you know that unconventional oil production – U.S. shale – was the only source of growth in global oil supply over the last 12 years? The only growing non-OPEC basin is the Permian Basin in West Texas. Never before has global oil supply growth been […]
The 2022 bear market took the real estate investment trust (REIT) sector down, along with the broader stock market. Most of the stock market bottomed in October 2022, but has recovered a significant portion of the bear market losses. REITs have not participated in the recent market gains, with share prices remaining near their 18-month […]
The stock market offers pockets of opportunity in sectors that combine a decent dividend yield with a good quality business. In other words, growth and income. One such sector is the pharmaceuticals sector, which overall has lagged the S&P 500 in the past five years, although not by much. There are, no doubt, some world-class […]
Due to the collapse of multiple banks in March, we’ve seen regional banks stay depressed in pricing. There’s been little pop back to the upside. And, as more people wake up to the fact that keeping your money in low-interest checking accounts isn’t smart… We could keep seeing more deposits flee the small banks. However […]
We’ve seen a historic run-up in interest rates the last 12 months as the Fed tries to hog-tie inflation. It’s working so far as inflation hit a 4% annualized rate on Tuesday. The Fed’s slowing to a pause on interest rate hikes… And I’ve looked at the past 30 years of data to reveal what […]
Last week a real estate investment trust (REIT) – which was not financially stressed – voluntarily “turned in the keys” for one of its properties, defaulting on a $725 million loan. The ramifications of this decision depend on a lot of factors. Let’s talk about what it means for you. On June 5, Park Hotels […]
2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]
There’s a dirty game Wall Street plays. It’s been going on for ages so this isn’t something new. But it’s something many investors may not know about. As you’ve seen, many companies recently are handily beating earnings estimates even while consumer sentiment is hitting lows. What’s going on here? Well, in my Thursday video, I’ll […]
